Associate

Wellington-Altus Private Wealth Inc.; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. in Calgary, Alberta, is seeking an Associate to support an ICPM team by managing account administration, onboarding, and operational workflows. You’ll work closely with Portfolio Managers to ensure accuracy, organization, and efficient client-related processes.

The role emphasizes leveraging technology and data analysis to streamline workflows and enhance reporting, with opportunity to contribute to client reviews and practice management projects.

Qualifications

• Post-secondary education in finance or related discipline.
• 2-4 years in financial services within a high-growth environment.
• 2-4 years in a customer-service facing role.
• Wealth management or operations experience is an asset.
• Strong proficiency with Microsoft Office, especially Excel.
• Advanced Excel with PivotTables, lookups, formulas and data analysis.
• Experience or interest in AI tools (Co-Pilot), automation and process improvement techs.
• Highly detail-oriented and organized.
• Technology-savvy with aptitude for systems, data and process optimization.
• Resourceful, proactive and able to work independently.
• Comfortable challenging issues and escalating when required.
• Eager to learn and grow within a high-performing Private Counsel team.
• Demonstrates initiative, sound judgment and integrity.

Responsibilities

• Prepare and maintain reports, spreadsheets and tracking tools to support operations.
• Leverage technology, including Copilot, to improve efficiency and organization.
• Identify opportunities to streamline processes and enhance workflows.
• Support operational initiatives and continuous improvement across the practice.
• Coordinate account opening and maintenance, ensuring accurate records.
• Manage account administration, transfers, and client service requests.
• Maintain CRM data and tracking tools with high accuracy.
• Monitor outstanding requests and follow up with custodians for timely resolution.
• Advocate for clients and the practice, escalating issues as needed.
• Assist portfolio managers with reporting, research and monitoring.
• Prepare reports and meeting materials for client reviews.
• Conduct research on investments, markets and operational processes.
• Assist with marketing initiatives and practice management projects.

Skills

Financial services experience

Customer service

Data analysis

Attention to detail

Education

Post-secondary education in finance or related field

Bachelor's degree

Tools

Microsoft Office

Advanced Excel

Job description

Location: This position will be based in Calgary, Alberta.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

*Report on Business 2025 rankings.

**Investment Executive 2026 Brokerage Report Card.

The Team:

The Trivest Wealth Counsel team at Wellington-Altus Private Counsel offers a boutique approach to managing wealth backstopped by the significant resources of over $50 billion independent investment dealer firm and affiliates with offices across Canada, a cross-border advanced financial planning service and a U.S. Registered Investment Advisor.

The opportunity:

Reporting to Senior Portfolio Managers at Trivest Wealth Counsel, the Associate supports an ICPM team practice by managing account administration, client onboarding, operational workflows, and portfolio support activities. Working closely with the Portfolio Manager, the Associate is responsible for ensuring a high standard of accuracy, organization, and efficiency across all client-related processes.

The role also leverages technology, data analysis, and automation tools to streamline workflows, improve reporting, and enhance the overall client and team experience.

Key responsibilities include:

• Technology & Process Improvement
  • Prepare and maintain reports, spreadsheets, and tracking tools to support business operations.
  • Leverage technology and productivity tools, including Microsoft Copilot, to improve efficiency and organization.
  • Identify opportunities to streamline processes and enhance workflow effectiveness.
  • Support operational initiatives and continuous improvement efforts across the practice.
• Client Administration & Operations
  • Coordinate account opening and maintenance activities, ensuring accurate and timely completion of documentation and client records.
  • Manage account administration, transfers, cash movements, and other client service requests.
  • Maintain CRM data, spreadsheets, and operational tracking tools with a high degree of accuracy.
  • Monitor outstanding requests and proactively follow up with custodians and service providers to ensure timely resolution.
  • Act as a strong advocate for clients and the practice by confidently challenging, escalating, and resolving issues with custodians and external partners when service levels or outcomes do not meet expectations.
• Support the Portfolio Managers with portfolio administration, reporting, research, and monitoring activities.
• Prepare reports, spreadsheets, analyses, and meeting materials to support client reviews and business operations.
• Conduct research on investment products, markets, industry developments, and operational processes as required.
• Assist with marketing initiatives, presentations, and practice management projects.

The ideal candidate will possess:

• Post-secondary education in Computer Science, business, finance, or any related discipline.
• 2- 4 years’ financial services industry experience working in a high growth environment.
• 2- 4 years’ experience in a customer/client-service facing role.
• Equivalent combination of education and experience may be considered.
• Previous experience in wealth management, financial services, operations, or administration is an asset.
• Strong Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)
• Advanced proficiency in Microsoft Excel, including PivotTables, lookups, formulas, and data analysis.
• Experience or demonstrated interest in AI tools (Co-Pilot), automation, and process improvement technologies.
• Highly detail-oriented and exceptionally organized.
• Technology-savvy with a strong aptitude for systems, data, and process optimization.
• Resourceful, proactive, and comfortable working independently.
• Confident in challenging issues, escalating concerns, and holding external partners accountable when required.
• Eager to learn and grow within a high-performing Private Counsel team.
• Demonstrates initiative, sound judgment, and a commitment to operational excellence.
• Professional, with a high level of integrity and confidentiality.
• Positive attitude and commitment to delivering high-quality client experience.
• Strong ability to learn and adapt to new systems and technology.

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.