Investment Associate

23 hours ago

Wellington, New Zealand Wellington-Altus Financial Inc. Full time

Location: This position will be based out of our Calgary office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. With more than $35 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 2024 Brokerage Report Card.The opportunity:Reporting to Senior Wealth Advisors/Senior Portfolio Managers, the Investment Associate plays an integral role in managing client relationships and delivering superior investment management and services to the team's high and ultra-high-net-worth clients.Key responsibilities include:Managing and maintaining client relationships for team's top clients.Working closely with the Senior Wealth Advisors/Senior Portfolio Managers to deliver wealth management services.Responding to client inquiries and providing timely and accurate information.Preparing and coordinating client meetings, including agendas, presentations, meeting materials, and follow-ups.Attending client meetings, as requested.Proactively managing and maintaining client relationships with rising generation clients.Supervise Associates in the preparation of quarterly client reports.Working closely with the Senior Tax Advisor, Wealth Planning to deliver wealth management services, including tax reporting, interest calculations, and family trust administration.Training new Associates, and providing ongoing guidance, direction and mentorship to Associate team members in the performance of their duties and responsibilities.Collaborate with the team on various investment and operational projects and take proactive steps to improve operational policies, processes and practices to deliver exceptional service to clients.Participate in team meetings and contribute to the development of best practices and process improvements.Collaborate with internal teams, including investment, compliance, and operations, to deliver comprehensive wealth management solutions.Stay up to date on firm and industry administrative and compliance policies and procedures and keep staff informed.Establish and maintain Relationship Management policies and procedures manual.Maintain up-to-date client records and documentation.Utilize CRM tool (Maximizer) to efficiently manage tasks and maintain client documentation.Ensure compliance with regulatory requirements and company policies and maintain exemplary client files.Perform other duties and projects, as assigned.The ideal candidate will possess:A minimum of 5 years' experience in wealth management in a client facing role.A bachelor's degree in finance, business administration, economics or a related field of study.RR licensed and current registration in good standing (RR preferred, but will consider IR with enrollment to become RR licensed).Enrollment or completion of WME designation.Professional designation of CFP, PFP is an asset.Life and A&S Insurance licensed is an asset.Strong understanding of financial markets, investment products, advanced wealth management strategies and financial planning.Working knowledge of personal, family trust and corporate taxation for financial planning, investment management, and risk management solutions for inter-generational wealth transfer.In-depth knowledge of investment industry rules, regulations, policies and procedures.Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.An ability to be detail-oriented, with strong analytical and problem-solving skills.An ability to work independently and as part of a team in a fast-paced, dynamic environment.Demonstrated exceptional customer service skills and exhibits a high level of professionalism.Strong organization skills and demonstrated ability to manage multiple tasks and prioritize effectively.Proficiency in Microsoft Office Suite (particularly Excel) and financial software applications.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: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 www.wellington-altus.com.
#J-18808-Ljbffr

  • Investment Associate

    4 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Location: This position will be based out of our Toronto Office, 10 Alcorn Ave. Suite 300, Toronto ON.Our organization: Founded in 2017, Wellington-Altus Financial Inc. (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., and...

  • Associate Grid Investment Modeller

    1 month ago

    Wellington City, New Zealand Transpower Full time

    Use your passion for analysis & programming to inform infrastructure decisions - Work with wide-ranging data to generate & communicate critical insights - Engage, share, & learn from smart, welcoming, and humble people Energise your career in the electricity sector. Be part of New Zealand's journey to net-carbon zero and a more sustainable energy...

  • Associate Financial Adviser

    1 month ago

    Wellington, New Zealand Lyford Investment Management Ltd Full time

    Lyford Investment Management Ltd – Wellington, North IslandJoin our family-owned and run financial advisory firm, serving clients for over 30 years. We're committed to long-term relationships, both with clients and our team. As we grow and prepare for the retirement of two senior advisers, we're looking for passionate professionals to help us care for our...

  • Associate

    3 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Location: This in-office position will be based out of our Swift Current office.Our organization: Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private...

  • Infrastructure Investment Advisor

    3 weeks ago

    Wellington, New Zealand Transpower New Zealand Limited (Tpnz) Full time

    Undertake important economic analysis and modelling.Facilitate regulatory processes and interfaces for major capex proposals.Inform key investment and expenditure decision-making.Transpower owns and operates New Zealand's National Grid - the high voltage transmission network connecting areas of generation with towns and cities across New Zealand.With a...

  • Grid Investment Advisor

    1 month ago

    Wellington City, New Zealand Transpower Full time

    Undertake important economic analysis and modelling - Facilitate regulatory processes and interfaces for major capex proposals - Inform key investment and expenditure decision-making Transpower owns and operates New Zealand's National Grid - the high voltage transmission network connecting areas of generation with towns and cities across New Zealand. With...

  • Associate Grid Investment Modeller

    1 month ago

    Wellington City, New Zealand New Zealand Government Full time

    Use your passion for analysis & programming to inform infrastructure decisions - Work with wide-ranging data to generate & communicate critical insights - Engage, share, & learn from smart, welcoming, and humble people Energise your career in the electricity sector. Be part of New Zealand's journey to net-carbon zero and a more sustainable energy...

  • Team Lead Investment Planning

    3 months ago

    Wellington City, New Zealand New Zealand Government Full time

    Work collaboratively with Technical Teams and Senior Leaders - Huge variety of assets in a dynamic industry - Based Petone office close to the beach and shops This is a full-time position of 40 hours per week. The remuneration range for this role is 136,327 to $192,461 (including KiwiSaver),ideally looking to recruit between $136,327 to $160,384 depending...

  • Principal Advisor

    6 months ago

    Wellington City, New Zealand New Zealand Government Full time

    We have an exciting opportunity to join the Treasury's Investment Management System Team. - Do you want to lead meaningful change within the Investment Management Systems and its core products? - Do you have experience in delivering system change and questioning the status quo? - Do you want to join a passionate team making a real difference to New...

  • Executive Assistant

    6 months ago

    Wellington Central, New Zealand Te Whatu Ora - Health New Zealand Full time

    Help transform the future of health in this Executive Assistant role - Permanent, full-time based anywhere around the motu - Flexible working, fully supported to balance your workplace and lifestyle - Work with supportive executives & be a valued member of the organisation Join Te Whatu Ora at a key time of change where you will meaningfully contribute to...

  • Client Services Associate

    1 month ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Burlington 3455 N Service3455 North Service Rd.Suite 300Burlington, ON L7N3G2, CANLocation: This in-office position will be based out of our Burlington location.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus...

  • Orthodontist - Wellington Orthodontic Associates

    3 weeks ago

    Wellington, New Zealand Abano Healthcare Group Limited Full time

    Orthodontist - Wellington Orthodontic Associates Full-time Region: Specialist NZ & Christchurch/Canterbury region & West Coast Site Location: Wellington Orthodontic Associates At Wellington Orthodontic Associates, now proudly part of the Lumino family, we are dedicated to providing exceptional care and service to our valued patients. We've created a leading...

  • Client Services Associate

    1 month ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Burlington 3455 N Service3455 North Service Rd.Suite 300Burlington, ON L7N3G2, CAN Location: This in-office position will be based out of our Burlington location.Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus...

  • Orthodontist - Wellington Orthodontic Associates

    3 weeks ago

    Wellington, New Zealand Abano Healthcare Group Limited Full time

    Orthodontist - Wellington Orthodontic Associates Full-time Region: Specialist NZ & Christchurch/Canterbury region & West Coast Site Location: Wellington Orthodontic Associates At Wellington Orthodontic Associates, now proudly part of the Lumino family, we are dedicated to providing exceptional care and service to our valued patients. We've created a leading...

  • Associate, Digital Media

    3 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Associate, Digital Media & Design (Full-Time, Term)Job Category: Experience OfficeRequisition Number: ASSOC001448Posted: November 18, 2024Location: Toronto, ON M5H1J9, CANDescriptionAssociate, Digital Media & DesignLocation: This in-office position will be based out of our Toronto office.Type: This is a Full-Time 12-months Term position.Our organization:...

  • Associate Pricing Specialist

    2 months ago

    Wellington City, New Zealand Transpower Full time

    Support advice and numerical analysis to internal and external customers - Work with the specialised transmission pricing system - Join a supportive team with stimulating, meaningful work Are you an intellectually curious analyst keen to grow and develop skills in electricity network pricing? As New Zealand's only transmission company, Transpower's role as...

  • Associate, Digital Media

    3 weeks ago

    Wellington, New Zealand Wellington-Altus Financial Inc. Full time

    Associate, Digital Media & Design (Full-Time, Term)Job Category: Experience OfficeRequisition Number: ASSOC001448Posted: November 18, 2024Location: Toronto, ON M5H1J9, CANDescriptionAssociate, Digital Media & Design Location: This in-office position will be based out of our Toronto office.Type: This is a Full-Time 12-months Term position.Our organization:...

  • Associate - Programme and Project Management

    5 months ago

    Wellington City, New Zealand Aurecon Group Full time

    Associate, Programme and Project Management Aurecon is an Engineering, Design and Advisory Consultancy with a presence in major market sectors across Aotearoa. We deliver projects across; the built environment, land and water, transport and the energy sector. With 1000 kiwis throughout New Zealand, we play to our strengths to work together across our...

  • Account Associate

    6 months ago

    Wellington City, New Zealand FNZ Full time

    We have multiple exciting opportunities for driven professionals who are wanting to kick start their client support careers. As an Account Associate, you will play a pivotal role in delivering exceptional customer service to our New Zealand clients. This role involves providing operational support to institutional clients, Institutional Financial Advisors,...

  • Community Associate

    6 months ago

    Wellington City, New Zealand Regus Full time

    Regus is part of the International Workplace Group (IWG) that provides places to work for everyone, worldwide. We have built an unparalleled network of office, co-working and meeting spaces for companies to use in every city in the world. It's an infrastructure that supports the dynamic change of the workplace and meet our customer needs. We enable...