Associate (Oram Financial)

Wellington-Altus; Gibsons; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Discretionary bonuses

Job summary

Wellington-Altus in Gibsons seeks an Associate to support the advisory team with administrative and client service tasks. You will liaise between clients and advisors, assist with onboarding, and ensure CRM accuracy.

You will coordinate meetings, prepare client materials, and help maintain regulatory compliance while collaborating across locations. A degree plus 2–4 years in financial services is preferred.

Qualifications

• Bachelor’s degree in business, accounting, finance or related field, or equivalent work experience.
• 2–4 years’ financial services experience in a high growth environment.
• 2–4 years’ customer/client-service facing experience.
• Proficiency with MS Office including Word, Excel, PowerPoint, Teams, Outlook.
• Experience with Croesus and Salesforce is an asset.

Responsibilities

• 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 complies with regulatory requirements.
• Monitor outstanding tasks and client requests; follow up as needed.
• Assist with process improvements and documentation of procedures.
• Collaborate with team members across locations (Gibsons, White Rock, Vancouver).
• Provide general office support and be a reliable team resource.

Skills

MS Office

Communication skills

Time management

Attention to detail

Problem solving

Education

Bachelor’s degree in business/finance or related field

Tools

Croesus

Salesforce

Job description

Associate

Location:

This posting is for an existing vacancy in Wellington-Altus’s 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 Team:

Oram Financial

Founded in 2011, Oram Financial has grown to specialize in developing vigorous risk management through sound asset allocation, with tactical rebalancing based on data-driven events. Our approach leads to peace of mind, restful nights, and deeper relationship with what matters most to you.

Through years of experience, we have elevated our customer service and relationships, putting your best interests first and foremost, guiding you to reach your own unique goals. Our customized planning solutions deliver you with the desired results because our foundation is built on honest guidance and trust. Most of our clients and their families have trusted us for more than a decade with their wealth.

The opportunity:

Reporting to the Senior Wealth Advisor, Senior Portfolio Manager at Oram Financial, 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.l
• 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.

Compensation & Benefits:

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.