Financial Excellence Manager

Job OverviewWe are seeking a highly experienced professional to lead our Managed Accounts Supervision team. As Senior Manager, you will play a crucial role in ensuring compliance with regulatory requirements and business standards across multiple regions.Key Responsibilities:• Supervise the activities of Portfolio Managers, focusing on managed account...

About UsWelcome to Wellington-Altus Financial Inc., one of Canada's Best Managed Companies. We are a top-rated investment dealer with a strong commitment to equity and diversity within our community.Job DescriptionWe are seeking a highly skilled and dedicated Client Experience Associate to join our team. In this role, you will be responsible for providing...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company with a strong presence in Canada. Founded in 2017, the company has experienced significant growth and expansion, with a portfolio of companies under its umbrella.The OpportunityWe are seeking an experienced marketing professional to join our team as Vice-President,...

Job OverviewWe are seeking an experienced Financial Operations Specialist to join our team in Winnipeg or Toronto. As a subject matter expert in separately managed accounts, you will play a key role in the SMA/UMA managed programs offered by Wellington-Altus.

About Us:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country.We are committed to delivering exceptional service to our clients and fostering a culture of compliance and integrity within our organization.Job Summary:The Compliance Analyst, Branch Audit will be responsible for conducting...

Senior Manager, Managed Accounts Supervision Job DescriptionWe are seeking an experienced Senior Manager, Managed Accounts Supervision to join our team at Wellington-Altus Financial Inc. As a key member of our leadership team, you will be responsible for overseeing the activities of our Portfolio Managers, ensuring compliance with regulatory requirements,...

**Company Overview**Wellington-Altus Financial Inc. is a top-rated investment dealer in Canada, with over $35 billion in assets under administration. Our organization consists of several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and Wellington-Altus Insurance Inc.We are committed to equity and diversity within...

Company OverviewThe Financial Markets Authority NZ is a purpose-driven organization dedicated to creating a fair and transparent financial sector that serves all New Zealanders. We're looking for a senior leader to join our team and drive strategic direction for our Deposit Taking teams.Job DescriptionWe're seeking an exceptional leader with banking...

About the JobWe are seeking an experienced Investment Associate to join our team. As a key member of our wealth management department, you will be responsible for providing exceptional client service and support to our Senior Wealth Advisors and Portfolio Managers.Your primary responsibilities will include:Building and maintaining strong relationships with...

About the OpportunityWellington-Altus Financial Inc. is seeking a highly skilled Senior Compliance Analyst, Complaints to join our team. Reporting to the VP, Audit & Conduct, this role will provide administrative support in assisting with the review of client complaints and assessing their merits.The successful candidate will possess strong organizational...

About Our TeamAs a member of our team, you will have the opportunity to contribute to the development and implementation of marketing strategies and programs designed to support and empower our network of financial advisors.This role will lead a high-performing team that partners closely with advisors to enhance their marketing efforts, increase client...

Job Title: Client Experience AssociateWe are seeking a highly organized and detail-oriented individual to join our team as a Client Experience Associate. This is a unique opportunity to work with a leading investment dealer in Canada and contribute to the growth and success of our organization.ResponsibilitiesProvide exceptional service and support to our...

About the JobWe are seeking an experienced Senior Financial Accountant to join our team in Wellington. As a key member of our finance function, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.The successful candidate will have a strong background in financial accounting, including experience in revenue...

Key ResponsibilitiesAs Senior Manager, Managed Accounts Supervision, you will be responsible for:• Conducting thorough supervision activities, including trade alert reviews, report approvals, and account maintenance• Developing and implementing strategies to improve the firm's system of compliance and supervision• Collaborating with the Vice-President,...

Job Description:As a Finance Manager, you will be responsible for providing accurate and high-quality financial advice and reporting.You will work closely with the senior leadership team to drive financial strategy and operational decision-making across the organisation.Your role will involve leading end-to-end financial management, including budgeting,...

About the OpportunityAs a key member of our team, you will oversee the supervision of Portfolio Managers in Wellington-Altus Private Wealth's managed account platforms. This role is responsible for ensuring adherence to regulatory requirements and business standards across multiple regions.Key Responsibilities:• Conduct thorough supervision activities,...

About the PositionWe are currently seeking a highly motivated Risk Management and Compliance Professional to join our team at Wellington-Altus Financial Inc. As a Senior Compliance Analyst, Complaints, you will play a crucial role in reviewing client complaints and identifying potential issues.The successful candidate will possess excellent problem-solving...

**About Us**Wellington-Altus Financial Inc. is a leading investment dealer in Canada and one of the country's Best Managed Companies. Founded in 2017, our organization encompasses several subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., and Wellington-Altus Insurance Inc.We are seeking a highly skilled Senior Manager...

Job SummaryWe are seeking an experienced Performance And Insights Manager to join our team at Tribe Recruitment. In this role, you will be responsible for leading our enterprise performance monitoring, reporting, and data analysis initiatives.About the RoleIn this role, you will collaborate with senior leadership to develop a comprehensive view of key...

Company Overview">We are a global recruitment agency with a presence in over 30 countries.We specialize in providing top talent to organizations across various industries.Job Description">We are seeking a highly skilled Finance Manager to join our team in Wellington.The ideal candidate will have a strong background in finance and accounting, with excellent...