Associate

Wellington-Altus Private Wealth Inc.; Gibsons; Sur place; CAD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Health insurance

Accident and life insurance

Location-based perks

Résumé du poste

Wellington-Altus Private Wealth Inc. in Gibsons seeks an Associate to provide administrative, operational and client service support to the advisory team. You will coordinate client requests, maintain CRM records, assist with onboarding and prepare client materials.

Ideal candidates have a bachelor’s degree or equivalent, 2–4 years in financial services and strong MS Office skills; Croesus and Salesforce are assets. This role offers a comprehensive compensation package and health benefits.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2–4 years’ financial services experience in a high growth environment.
• 2–4 years in a customer/service facing role.
• Proficiency with the MS Office suite (Word, Excel, PowerPoint, Teams, Outlook).

Responsabilités

• Provide administrative, operational, and client service support to the advisory team.
• Act as a point of contact for client inquiries, ensuring timely and professional responses.
• Support client documentation, account administration, and onboarding activities.
• Maintain and update CRM systems and client records, ensuring accuracy and compliance.
• Assist advisors with client engagement, follow-ups, and relationship management activities.
• Track client interactions, referrals, and opportunities within CRM systems.
• Coordinate meetings, scheduling, and team communications.
• Prepare reports, client materials, and documentation (forms, statements, DocuSign).
• Ensure all client documentation and files meet regulatory requirements.
• Proactively monitor and follow up on outstanding tasks and requests.
• Assist with process improvements and documentation of procedures.

Connaissances

Client service

Communication

Organization

Time management

Problem solving

Independence

Attention to detail

Formation

Bachelor’s degree or equivalent

Outils

MS Office (Word, Excel, PowerPoint, Teams, Outlook)

Croesus

Salesforce

Description du poste

Location: This posting is for an existing vacancy in Wellington-Altus’ Gibsons office.

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 opportunity:

Reporting to the lead advisor, the Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The Associate will act as a resource person for the team, and will do so by completing administrative tasks, reporting, and account-related activities. The Associate will liaise between clients and advisors to coordinate requests, communications and follow-ups.

Key responsibilities include:

• Provide administrative, operational, and client service support to the advisory team.
• Act as a point of contact for client inquiries, ensuring timely and professional responses.
• Support client documentation, account administration, and onboarding activities.
• Maintain and update CRM systems and client records, ensuring accuracy and compliance.
• Assist advisors with client engagement, follow-ups, and relationship management activities.
• Track client interactions, referrals, and opportunities within CRM systems.
• Coordinate meetings, scheduling, and team communications.
• Prepare reports, client materials, and documentation (e.g., forms, statements, DocuSign packages).
• Ensure all client documentation and files are maintained in line with regulatory requirements.
• Proactively monitor and follow up on outstanding tasks, client requests, and action items.
• Assist with process improvements and documentation of procedures.
• Collaborate with team members across locations (Sunshine Coast, White Rock, Vancouver).
• Provide general office support and act as a reliable, go-to team resource.

The ideal candidate will possess:

• A bachelor’s degree in business administration, accounting, finance or related field, or equivalent work experience.
• 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.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience working with Croesus and Salesforce is considered an asset.
• High level of accountability, reliability, and attention to detail.
• Ability to work independently, take initiative, and manage priorities.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills, with a focus on client service.
• Demonstrated ability to solve problems and think critically.
• Adaptable and comfortable working in a fast-paced, evolving environment.
• A high level of professionalism, integrity and confidentiality.
• Positive attitude and commitment to delivering a high-quality client experience.

Range $50,000 - $70,000 annually.

This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

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.