Project Manager

Wellington-Altus Financial Inc.; Toronto; On-site; CAD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Discretionary bonuses

Job summary

Wellington-Altus Financial Inc. is seeking a Project Manager for its Toronto or Winnipeg office. You will lead complex plans, manage budgets, and coordinate cross-functional teams in wealth management.

Strong communication with internal and external stakeholders is essential to deliver milestones on time. The ideal candidate will have a Bachelor’s degree in business/economics/statistics (or equivalent) and 5–8 years of PM experience in financial services, plus familiarity with wealth platforms

Qualifications

• Bachelor’s degree in business, Economics, Statistics or equivalent.
• PM certification (PMP or CSM) preferred.
• 5-8 years of project management experience in financial services/private wealth.
• Familiarity with wealth platforms, CRM systems, and PM tools; 2–3 years managing high-net-worth relationships.
• Proficiency with MS Office and PM tools (e.g. Atlassian).
• Knowledge of project management principles, planning, execution and delivery.

Responsibilities

• Lead projects and coordinate execution of project plans, including contract deliverables.
• Apply business and technical acumen to align deliverables with business cases.
• Engage stakeholders to capture needs, risks, issues, and decisions.
• Develop and implement change management plans for initiatives.
• Assist in defining scope, objectives, and deliverables.
• Maintain project records, documents, and financial summaries.
• Develop, track, and report project KPIs and progress.
• Monitor timelines and budget, adjust as needed.
• Provide timely project-related information across channels.
• Review vendor invoices and prepare supporting documentation.
• Support governance, due diligence, and documentation.
• Assist in budgeting, timelines, and resource allocation.
• Contribute to status reports and team guidance.

Skills

Project management

Budgeting

Stakeholder management

Cross-functional leadership

Change management

Analytical thinking

Team collaboration

Education

Bachelor’s degree in business, Economics, Statistics, or equivalent

PM certification (PMP, CSM) preferred

Tools

MS Office

Atlassian tools

CRM systems

Wealth management platforms

Job description

Job Category

Investments, Regulatory & Digital Strategy

Location

This posting is for an existing vacancy in Wellington-Altus’s Toronto or Winnipeg 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 VP, Business Systems & Innovation, the Project Manager is responsible for developing, executing, and maintaining comprehensive implementation plans, as well as delivering goal-based reporting for WAPW projects.

The Project Manager plays a key role in both planning and execution, serving as a primary point of contact for internal and external stakeholders. This role ensures effective communication of project milestones and drives successful, timely delivery of project outcomes.

Key responsibilities include

• Lead projects and support the development, coordination, and execution of project plans, including monitoring contract deliverables.
• Apply strong business and technical acumen to ensure deliverables and outcomes align with the approved business case.
• Engage with stakeholders to understand business needs and effectively capture risks, issues, and key decisions.
• Develop and implement change management plans to support project and organizational change initiatives.
• Assist in defining project scope, objectives, and deliverables.
• Maintain accurate project records, databases, and documentation within planning tools, ensuring compliance with industry standards; generate financial summaries as required.
• Develop, track, and report on project key performance indicators (KPIs).
• Establish review schedules, monitor project progress, and recommend adjustments to maintain timelines and budget adherence.
• Respond to inquiries by providing accurate and timely project-related information across all communication channels.
• Review and approve vendor invoices and prepare supporting documentation as necessary.
• Manage administrative tasks and organize documentation to support project governance and due diligence.
• Support the management of project budgets, timelines, and resource allocation.
• Contribute to the preparation of project status reports and related documentation.
• Serve as a resource and point of support for project team members.
• Perform other related duties as assigned.

The ideal candidate will possess

• Bachelor’s degree in business, Economics, Statistics, or equivalent experience.
• Project management certification or training (e.g., PMP, CSM) is preferred.
• 5-8 years of project management experience, including overseeing timelines, budgets, and cross-functional teams in the financial services or private wealth management industry.
• Familiarity with wealth management platforms, CRM systems, and project management tools, with 2-3 years of experience managing relationships with high-net-worth clients and stakeholders.
• Proficiency with the MS Office suite
• Proficiency with the Project Management tools (e.g. Atlassian)
• Project Management & Delivery: Knowledge of project management principles, including planning, execution, and delivery across varying levels of complexity.
• Project Planning, Scope & Controls: Ability to define scope, establish performance measures, and apply monitoring and control practices to manage timelines, budgets, and outcomes.
• Business, Technical & Analytical Acumen: Understanding business needs and technical environments, with the ability to align outputs to business cases and analyze performance data.
• Change & Stakeholder Management: Capability to support change initiatives and effectively manage stakeholder communication and information flow.
• Project Governance & Documentation: Proficiency in maintaining accurate project documentation, ensuring compliance, and supporting governance, reporting, and due diligence activities.
• Financial & Vendor Management: Knowledge of budget tracking, financial reporting, and vendor/contract oversight.
• Collaboration & Team Support: Ability to work collaboratively and provide guidance and support within a project team environment.

Range $150,000 - $ 130,000 annually.

This range represents Wellington-Altus's 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's 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.
• Must be able to travel within Canada 0-5% of the time.

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.