1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Location Location: This in-office position can be based out of any of our offices in Western Canada. 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. The opportunity Reporting to the Senior Vice-President, Insurance & Wellington-Altus Group Solutions (WAGS), the Insurance Associate will be responsible for driving life insurance and living benefit sales to Wellington-Altus advisors and their clients. This is a high-impact, relationship driven role that will support Associate Vice President of Insurance, Wellington-Altus Insurance Inc. advisors and clients in delivering insurance-based solutions. Key responsibilities Insurance Sales and Prospecting Develop and support new business revenue through sales to new and existing clients. Partner with Associate Vice President’s, Wellington-Altus advisors and our advanced wealth planning team to identify sales opportunities. Prepare customized illustrations and insurance quotes. Manage the complete insurance sales process for a recommended solution. Lead client meetings and support advisors through the closing process. In-force Service Support Manage in-force block of business. Identify opportunities within a block of business. Commission reporting. Provide reporting to senior members of the insurance team/executives. Relationship Management Build long-lasting relationships with clients based on trust and exceptional service. Collaborate with Wellington-Altus Insurance Inc. advisors and our advanced wealth planning team to deliver a seamless client experience. Support the Associate Vice President, Wellington-Altus Insurance & Senior Vice President Insurance & Wellington-Altus Group Solutions with new advisor training initiatives. Industry Knowledge & Insights Deep understanding of the life insurance landscape in Canada, including product types, underwriting practices, and tax considerations. Commitment to staying current with regulatory changes, product innovation, and evolving client needs in the insurance and wealth management space. Entrepreneurial mindset, excellent communication skills, and a passion for client success. Qualifications A bachelor's degree or college diploma. 2-4 years’ experience in an insurance advisor/consultant/specialist role. Equivalent combination of education and experience may be considered. Experience in the wealth management or other regulated industry is a strong asset. Life License Qualification Program (LLQP) required. Licensed in multiple provinces is an asset. Bilingual (French) is an asset. At least one of the following would be an asset but not required: Certified Financial Planner (CFP) designation. Chartered Financial Analyst (CFA) designation. Chartered Investment Manager (CIM) designation. Chartered Life Underwriter (CLU) designation. Trust & Estate Practitioner (TEP) designation. Proficiency with the MS-Office suite, including Word, Excel, PowerPoint, Teams, and Outlook. Familiarity with financial planning tools and group retirement plan administration platforms. Familiarity with individual insurance company and Managing General Agency (MGA) platforms. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals. Excellent attitude and commitment to providing extraordinary service. An excellent attention to detail. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively across multiple mediums (in-person, over the phone, and virtually). Excellent problem-solving skills. Strong organizational skills. A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. Strong critical thinking and written and verbal communication skills. An ability to maintain the highest levels of confidentiality. Conditions of employment Must be legally eligible to work in Canada. Must be able to travel 0-5% of the time. 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. #J-18808-Ljbffr
A leading financial services firm in Calgary seeks a Senior Branch Administrator to manage all operational aspects and support financial advisors. The ideal candidate will possess strong interpersonal skills, attention to detail, and proficiency in the MS Office suite. This role ensures high standards of client service and effective branch operations. Equity and diversity are prioritized in the recruitment process.
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A leading financial services firm in Canada is seeking a Manager, Transitions to oversee the successful onboarding of new investment teams. The ideal candidate will have a strong background in project management, excellent leadership skills, and a commitment to diverse team environments. This role includes responsibilities for training, team supervision, and managing transitions to ensure a smooth integration process. Competitive salary and opportunities for growth are offered.
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Manager, Transitions Location : This position will be based out of our Manitoba or Saskatoon 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 VP, Transition, the Manager, Transition plays an integral role in the planning and management of onboarding new investment teams to a successful integration to our firm. The role will engage with all aspects of WAPW and provides excellent exposure to cross-functional department business partners and to the Executive. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into WA to support the growth of our business. Key responsibilities include : Organize and manage the transition process of new investment advisors (IA) to Wellington-Altus Working closely with the VP and Regional Managers to ensure a detailed understanding of the incoming Advisor structures his / her practice to allow for a smooth transition for his / her clients. Facilitate a smooth documentation process is trained and implemented on Day 1 for new advisors. Provide leadership in training on WA systems and process. Responsible for on-site teams to support the new IA and team in a professional and organized way. Recruit and supervise Transition staff Supervise and manage a large, geographically dispersed team. Set key performance metrics and train staff. Provide performance management and coaching where appropriate and required. Complete regular resource forecasting to ensure the adequate staff levels to meet projected operational demands. Lead and facilitate the transition team leads in the process of new team transitions Provide coaching to Transition Associates and train these individuals to train newly hired transition associates. Be a mentor to Team Leaders. Create, review and report on project timelines and deliverables Provide executive level reports on transition progress. Participate in due diligence meetings of potential new IA . Work collaboratively with Operations on integration of process. Support operational improvement Analyze and adjust transition systems to facilitate rapid on boarding of new team. Participate in various workgroups on new systems. The ideal candidate will possess : Completion of post-secondary education in business administration, accounting, finance, or a similar field of study; or Certificate in Management or Project Management. 2+ years’ experience as a member of the Transitions team. Equivalent combination of education and experience may be considered. Operations experience with an IIROC dealer would be an asset. Experience working with NBIN would be an asset. Completion of the Canadian Securities Institute courses – CSC or CPH, or other relevant industry courses, is an asset. High level of proficiency in Microsoft Office products, notably Excel. Strong knowledge and desire to learn new technology applications quickly, such as DocuSign, custodian applications, WA systems. Familiarity with using electronic time management systems for team members. Experience and knowledge of fundamentals of financial systems; knowledge of investment industry with a focus on electronic documents processes will be an asset. High-level of knowledge of the process of onboarding an Advisor’s clients from one dealer to another, including knowledge of IIROC forms and regulations, new account processes, transfer processes, etc. Ability to train, motivate and monitor key performance metrics for a diverse team. Must be able to build and maintain a collaborative, healthy team environment Experience in resource forecasting, with the ability to plan and assign people resources to align with project and operational demands. Proven self-starter. Effective prioritization, organizational, and time management capabilities. Team-player mindset; willing to help and learn from others. Excellent written and verbal skills with careful attention to detail. Strong analytical skills with the ability to synthesize information. Ability to work within tight deadlines. Strong project management skills and demonstrated experience in leading multiple teams in various locations. Skills in change management. Strong presentation skills; comfortable speaking in front of senior wealth professionals with a client centric and service-oriented focus. An ability to maintain the highest levels of confidentiality. Willingness and ability to work overtime as business needs dictate, including evenings and weekends. Adaptable & Flexible. Advisor Focus. Drive for Results. Teamwork & Collaboration. 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 0-15% 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. To apply : #J-18808-Ljbffr
A leading financial institution is seeking a Manager, Advisor Marketing to enhance the marketing efforts of their investment advisors. This role involves developing marketing strategies, creating multi-channel campaigns, and supporting advisors in promoting their services effectively. The ideal candidate will have a strong marketing background with at least 5 years of experience in the financial services sector, showcasing excellent communication and organizational skills.
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Location: This position will be based out of our Toronto 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. The opportunity Reporting to the Senior Manager Advisor Marketing, the Manager Advisor Marketing is responsible for leading and supporting the marketing needs of our investment advisors across the country. This includes building their profiles with marketing tools such as ads, brochures, newsletters, websites, and social media. Key responsibilities Advisor Marketing Act as a main marketing contact within our advisor marketing team for our network of investment advisors across the country as they look to market their services and build their profiles with marketing tools such as ads, brochures, newsletters, websites, social media, etc. Develop and implement advisor marketing strategies that align with overall company objectives and help advisors grow their businesses. Create comprehensive marketing plans for advisor campaigns including timelines, KPIs, and budget allocations. Work closely with leadership to understand business goals and translate into targeted marketing initiatives for the advisor community. Assist in the creation of high‑quality marketing collateral and content tailored to advisors. Plan and execute multi‑channel campaigns to drive client engagement, acquisition and retention. Develop educational content and tools that support advisors in positioning themselves as trusted experts to their clients. Support special projects and marketing team members as required. Oversee junior colleagues and provide support for team onboarding. Partner with the Digital and Creative Marketing teams to ensure seamless integration of advisor marketing strategies across all online platforms. Relationship Building Serve as the primary point of contact for internal and external teams when it comes to advisor marketing needs and requests. Foster strong relationships with advisors to understand their marketing challenges and opportunities, providing tailored solutions that drive business results. Participate in branch visits to support 1‑1 advisor marketing consultations. Offer guidance, best practices and marketing resources that enable advisors to effectively market themselves and their services. Manage day‑to‑day external and internal partner relationships (timelines, workbacks, status updates, approvals, data management, etc.). Build and nurture relationships with key stakeholders to understand their needs and challenges, tailoring marketing strategies to address them. Collaborate with key stakeholders to align marketing efforts with sales initiatives and product offerings. Performing other duties as assigned. The ideal candidate will possess A bachelor's degree in Marketing, Business or related field, or equivalent work experience. 5+ years’ experience in Marketing. Experience within the financial services or advisor marketing space highly desired. Knowledge of various marketing platforms and tools including Content Management (CMS), Search Engine Optimization (SEO), Search Engine Marketing (SEM), digital advertising platforms, email marketing and lead nurturing platforms, social media management, and analytics, content creation and creative design tools, customer journey mapping and marketing attribution. Proficiency with the MSOffice suite including Word, Excel, PowerPoint, Teams and Outlook. Demonstrates a high level of accountability, adaptability, and innovation in achieving both day‑to‑day responsibilities and long‑term goals. Strong attention to detail. 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. Adaptability & Flexibility. Advisor Focus. Drive for Results. Teamwork & Collaboration. 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. To apply Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington‑Altus can be found on our website at #J-18808-Ljbffr
A leading financial services firm in Toronto is seeking a Manager Advisor Marketing to lead marketing initiatives for investment advisors. Responsibilities include developing marketing strategies, creating marketing plans, and fostering relationships with advisors. The ideal candidate will have a Bachelor's degree, over 5 years of marketing experience, and knowledge of relevant platforms. This position offers a dynamic work environment with opportunities for growth and collaboration.
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Location: This position will be based out of our Toronto 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. The opportunity Reporting to the Senior Manager, National Advisory Desk, the Lead Advisor will be responsible for strategic input and oversight of the activities on Wellington-Altus’ national corporate advisory desk. The Lead Advisor will work in partnership with the Senior Manager to deliver an internal advisory desk service to corporately owned clients. These service‑based activities will include client transitions, annual KYC updates and investment model execution. Key responsibilities Advisory Desk Activities Develop and execute a strategic plan for the transition of new households to the corporately managed investment solutions. Oversee and execute all client risk assessments, investment model selection and account rebalancing activity. Address client inquiries, concerns, and service requests in a timely and professional manner. Ensure compliance with all applicable regulations and industry standards, including CIRO rules, securities legislation, and Know Your Client (KYC) requirements. Maintain accurate records and documentation of client transactions and communications. Collaborate closely with the Senior Management Team and cross-functionally to align operational goals with overall company objectives. Provide ongoing support regarding the transition of new clients into the National Advisory Desk branch. Department Support Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations. Keeping abreast of policy and procedure changes within the firm and industry. Attending client events. Perform other duties as assigned. Qualifications A degree or diploma in business administration, accounting, finance or related field, or equivalent work experience. 5+ years’ financial services industry experience. 3+ years’ experience in a client-service-facing role, via telephone or in person. Thorough understanding of Securities Industry products, capital markets, financial instruments, and investment strategies. CIRO licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) as well as active registration as a Registered Representative (RR) with Canadian Investment Regulatory Organization (CIRO). A commitment to fulfilling Continuing Education (CE) requirements. Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook. Demonstrated high level of accountability, reliability, adaptability, and innovation in accomplishing day‑to‑day work and long‑term goals. Ability to develop and communicate on complex financial products/strategies. High attention to detail with the ability to handle multiple priorities at the same time. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). Excellent problem‑solving skills. High tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. Effective critical thinking and written and verbal communication skills. Strong work ethic and aim to succeed, demonstrate a high level of professionalism at all times. 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. To apply Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Human Resources #J-18808-Ljbffr
A leading financial services firm located in Toronto is seeking a Mid-Senior level Lead Advisor to oversee national corporate advisory desk activities. The ideal candidate will have extensive financial services experience and a strong understanding of securities products. This full-time role requires strategic planning and client management skills, alongside compliance oversight. Applicants must have relevant qualifications and a commitment to professional development.
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Senior Wealth Planner, Advanced Wealth Planning This in-office position can be based out of any of our corporate office locations across Canada. Our organization : Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to several top-rated investment dealers and insurance companies in Canada. The opportunity: Reporting to the Associate Vice-President, Advanced Wealth Planning, the Senior Wealth Planner is responsible for providing comprehensive wealth solutions for Wellington-Altus clients and wealth planning support to WA Advisory teams. Key responsibilities include : Facilitating goals-based discovery process with existing and potential clients to articulate their short and long-term goals. Developing and maintaining comprehensive wealth plans for high-net-worth clients using financial analysis and planning software. Collaborating with clients and their professional advisors to deliver a holistic experience. Staying up-to-date with areas of the wealth planning process, including financial, education, insurance, and estate planning. Driving the wealth planning process and improving the client experience. Assisting in developing thought leadership on wealth planning topics. Collaborating with peers to deliver training and education initiatives. The ideal candidate will possess : A degree in business administration, accounting, finance, or a similar field of study. Minimum 5 years of experience in a wealth planning role. Income Tax and Insurance background is an asset. CFP or equivalent financial planning designation. Professional designation such as TEP or CLU is an asset. Experience using Conquest or NaviPlan is an asset. Strong organizational, analytical, and communication skills. Conditions of employment : Must be legally eligible to work in Canada. Must be able to travel 0-5% of the time. A background check may be required before commencing employment. Wellington-Altus Private Wealth is committed to equity and diversity and welcomes applications from qualified individuals. If you require accommodation for the recruitment process, please let us know. #J-18808-Ljbffr
