Senior Portfolio Support Analyst

Wellington-Altus; Burlington; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization is seeking a Senior Portfolio Support Analyst in Burlington. The role involves assisting with client relations, managing trade corrections, and collaborating with various teams to ensure accurate data handling. The ideal candidate will have a bachelor's degree and 3–5 years of experience in financial services. Proficiency in Microsoft Office and skills in financial platforms are essential. This in-office position offers opportunities to contribute to process optimization and reporting.

Qualifications

• 3–5 years of experience in financial services, operations, or compliance.
• Proficient with Microsoft Office tools including Word, Excel, PowerPoint, Teams, and Outlook.
• Able to communicate effectively across management levels.

Responsibilities

• Assist with client relations, trade corrections, and error reporting.
• Train users on trade correction submission procedures.
• Analyze data and ensure accuracy of all data inputs.

Skills

Attention to detail

Strong communication skills

Problem-solving abilities

Organizational skills

Interpersonal skills

Education

Bachelor's degree in business administration, finance, or similar field

Tools

Microsoft Office Suite

Thomson One

Croesus

Envestnet

Advent systems (Moxy, Genesis, APX)

Job description

Senior Portfolio Support Analyst

Location: This in-office position will be based out of our Winnipeg, Toronto, or Burlington office.

Our organization:

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada’s Best Managed Companies. With nearly $40 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.

• Investment Executive 2025 Brokerage Report Card.

The opportunity:

Reporting to the Associate Vice-President, Business Systems Reconciliation & Reporting, the Senior Portfolio Support Analyst will assist with client relations, trade corrections, error reporting and risk mitigation. This role has a range of duties and responsibilities usually stationed between the intersection of Trading Team, Reconciliation, Operations, Finance and Products / Platforms. Senior Portfolio Support Analyst has refined finance and operational acumen, meticulous attention to detail, strong communication skills and ability to work effectively within an CIRO / MFDA regulation with various vendor and custodians.

Key responsibilities include:

• Influencing vendors, custodians, and internal teams to expedite trade corrections.
• Identifying operational risks and implementing mitigation strategies proactively.
• Training users on proper trade correction submission procedures.
• Escalating incidents promptly when necessary.
• Analyzing data across multiple reporting tools and understand key differences.
• Collaborating with teams to interpret and validate data.
• Ensuring accuracy and integrity of all data inputs and outputs.
• Detecting and resolving data errors efficiently.
• Participating in testing and validation of the new Envestnet environment.
• Working with the fee team to review reimbursement and reversal requests.
• Assisting in producing daily, monthly, and annual reconciliation reports.
• Investigating discrepancies and gathering supporting data for internal reconciliation.
• Monitoring the Transfer Fee inbox and processing Advisor requests with procedural recommendations.
• Reviewing daily reports for accuracy and communicate outstanding action items.
• Contributing to the creation and maintenance of process and procedure documentation, including monthly reporting to Finance and IA.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor’s degree in business administration, finance, or similar field of study, or equivalent.
• A minimum of 3–5 years of experience in financial services, operations, or compliance.
• Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experienced with financial platforms such as Thomson One, Croesus, Envestnet, and Advent systems (Moxy, Genesis, APX).
• Familiar with National Bank Independent Network systems, including Compass, Netrep, and iMost.
• Demonstrate a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
• High business acumen with clear, tailored communication across all levels of management.
• Strong attention to detail with excellent attitude and commitment to providing exceptional service.
• Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
• Strong problem-solving and critical thinking abilities.
• Highly organized with a consistent and reliable work ethic.
• Comfortable with ambiguity and able to manage a high volume of competing priorities.
• Maintains the highest level of confidentiality.

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.

To apply :