Associate

Wellington-Altus; Calgary; Presencial; CAD 85.000 - 115.000; Jornada completa

Descripción de la vacante

Wellington-Altus Private Wealth Inc. in Calgary seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients.

The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and completion of the WME program. CFP/PFP and insurance licenses are a plus.

Formación

• Minimum 5+ years in wealth management in a direct client support role.
• Bachelor’s degree in finance, business, economics, or related field.
• Registered Representative (RR) license in good standing.
• Completion of the Wealth Management Essentials (WME) program.
• CFP or PFP designation is an asset.
• Life and A&S insurance licensing is an asset.
• Strong understanding of financial markets and wealth management strategies.
• Knowledge of investment industry rules and compliance.

Responsabilidades

• Manage and nurture relationships with high and ultra-high-net-worth clients.
• Assist Senior Portfolio Managers to deliver wealth management services.
• Prepare client meetings, agendas, and materials; follow up with clients.
• Attend client meetings as requested.
• Collaborate with planners, associates, and traders to deliver bespoke solutions.
• Contribute to best practices and improve processes and policies.
• Maintain up-to-date client records and CRM documentation.
• Ensure compliance with regulatory requirements and firm policies.

Conocimientos

Interpersonal skills

Client relationships

Analytical skills

Detail-oriented

Team player

Time management

Excel proficiency

CRM software

Educación

Bachelor's degree in finance/business/economics

RR licensing

Wealth Management Essentials (WME)

CFP/PFP (asset)

Life & A&S insurance licensing (asset)

Herramientas

Conquest

Maximizer

Excel

Descripción del empleo

Associate

Location:

This posting is for an existing vacancy in Wellington-Altus' Calgary office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada's Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

• Investment Executive 2026 Brokerage Report Card.
• Report on Business 2026 rankings.

The opportunity:

As a key member of the West Oak Family Office (West Oak) team, the Associate plays an integral role in managing client relationships and delivering exceptional investment management and family office services to West Oak's high and ultra-high-net-worth clients.

Key responsibilities include:

• Working closely with Senior Portfolio Managers to deliver exceptional wealth management services to high-net-worth and ultra-high-net-worth families.
• Proactively managing and maintaining relationships with clients, building trusted relationships, delivering a proactive, highly personalized client experience.
• Preparing and coordinating client meetings, agendas, meeting materials, and proactively following up with clients.
• Attending client meetings, as requested.
• Collaborating with internal teams, including planners, associates and traders, to deliver comprehensive wealth management solutions and bespoke services to clients.
• Proactively contributing to the development of best practices and taking steps to improve operational policies, processes and practices.
• Staying up to date on firm and industry administrative and compliance policies and procedures.
• Maintaining up-to-date client records and utilizing CRM tools to efficiently manage tasks and maintain client documentation.
• Ensuring compliance with regulatory requirements and company policies and maintaining exemplary client files.
• Performing other duties and projects, as assigned.

The ideal candidate will possess:

• A minimum 5+ years of experience in wealth management in a direct client support role.
• A bachelor's degree in finance, business administration, economics or a related field of study.
• Registered Representative (RR) licensing, and in good standing.
• Completion of the Wealth Management Essentials (WME) program.
• Professional designation of CFP, PFP is an asset.
• Life and A&S Insurance licensing and operational insurance experience is an asset.
• A strong understanding of financial markets, investment products, advanced wealth management strategies.
• In-depth knowledge of investment industry rules, regulations, policies and procedures.
• Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.
• Detail-orientation, with strong analytical and problem-solving skills.
• An ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Exceptional customer service skills and a high level of professionalism.
• Strong organization skills and demonstrated ability to manage multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office Suite (particularly Excel) and working knowledge of financial planning software applications (Conquest) and CRM applications (Maximizer).

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.