Associate (Kimpton Kovitch Team)

Wellington-Altus Private Wealth Inc.; Saskatoon; On-site; CAD 52,000 - 70,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. is seeking an Associate on the Kimpton Kovitch Team in Saskatoon to support the high-growth advisory practice. You will assist with trade processing, client account administration, and operational projects to ensure efficient and compliant operations.

The role emphasizes process improvement, account maintenance, and data accuracy within a highly automated environment. Applicants should have finance-minded education and industry experience, with licensing

Qualifications

• Post-secondary degree in business administration, accounting, finance or related field, or equivalent work experience.
• 1-3 financial services industry experience in a high growth environment.
• Experience in wealth management or regulated industry is a strong asset.
• Current Investment Representative (IR) registration or equivalent licensing is a strong asset; pursuing IR will be supported.

Responsibilities

• Support advisors and licensed team members with execution and processing of trades and client instructions.
• Process client instructions for purchases, redemptions, transfers, deposits and withdrawals with accuracy and timeliness.
• Prepare and review documentation for trade execution, account administration and client transactions.
• Assist in account openings, maintenance, transfers, documentation collection and record updates.
• Maintain accurate client information across CRM and firm systems.
• Monitor workflow queues and prioritize requests to meet service standards.
• Coordinate with internal departments, custodians and external service providers to resolve issues.
• Prepare reports, correspondence and administrative materials for daily operations.
• Identify opportunities to increase efficiency and automate workflows.

Skills

Attention to detail

Written and verbal communication

Time management

Organizational skills

Adaptability

Education

Bachelor's degree in business/finance

Tools

MS Office

Job description

Location

This posting is for an existing vacancy in Wellington-Altus' Saskatoon 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

Reporting to the Senior Wealth Advisor & Senior Investment Advisor on the Kimpton Kovitch Team, the Associate will participate in a broad range of administrative, operational projects and business development activities to support the efficient and successful operations of the team. The role will support a high-growth advisory team with a strong focus on operations, trade processing, account administration, and process efficiency.

Key responsibilities include

• Supporting advisors and licensed team members with the execution and processing of trades and other investment-related transactions in accordance with client instructions, regulatory requirements, and firm policies.
• Processing client instructions related to purchases, redemptions, transfers, deposits, withdrawals, and other account activity, ensuring accuracy and timely completion.
• Preparing and reviewing documentation required to facilitate trade execution, account administration, and client transactions.
• Supporting the administration of client accounts, including account openings, account maintenance, transfers, documentation collection, and record updates.
• Maintaining accurate and current client information across CRM and other firm systems, ensuring data integrity and completeness.
• Monitoring workflow queues and prioritize requests to ensure client instructions, trades, and administrative activities are completed within established service standards.
• Coordinating with internal departments, custodians, and external service providers to facilitate account activity and resolve operational issues.
• Preparing reports, correspondence, and administrative materials to support the day-to-day operations of the practice.
• Contributing to process improvement initiatives by identifying opportunities to increase efficiency, leverage technology, and enhance automated workflows.
• Remaining current on firm policies, procedures, compliance requirements, and industry developments relevant to the role.
• Performing other duties and projects, as assigned.

The ideal candidate will possess

• A post-secondary degree in business administration, accounting, finance or related field, or equivalent work experience.
• 1 - 3 financial services industry experience working in a high growth environment.
• Equivalent combination of education and experience may be considered.
• Experience in the wealth management or other regulated industry is a strong asset.
• Current Investment Representative (IR) registration or equivalent industry licensing is considered a strong asset.
• Candidates who are not currently licensed but demonstrate an interest in pursuing IR registration or other industry licensing will be supported as part of their ongoing professional development.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Exceptional attention to detail and commitment to accuracy.
• Highly dependable with a strong sense of accountability and ownership.
• Demonstrated ability to manage multiple priorities and effectively assess urgency.
• Strong organizational and administrative skills.
• Comfortable working within structured processes while adapting to changing priorities.
• Proactive, forward-thinking mindset with an interest in continuous improvement and operational efficiency.
• Strong aptitude for technology and enthusiasm for working in a highly automated environment.
• Ability to quickly learn systems, procedures, and industry requirements.
• Effective written and verbal communication skills.

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.