Wealth Management Associate

About FNZAt FNZ, we believe that everyone, everywhere should be able to invest in their future on their terms. We created wealth's growth platform to help overcome complexity in the wealth management industry.Our platform integrates modern technology with business and investment operations, all within a regulated financial institution. We partner with over...

About Us:At Barclays, we are committed to helping our clients achieve their financial goals. We offer a range of wealth management services designed to help individuals and families build, preserve and transfer their wealth. Our team of experienced professionals is dedicated to providing exceptional customer service and advice to our clients.Key...

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...

As a Corporate Actions Analyst, you will play a vital role in ensuring the smooth operation of our wealth management platform. Your primary responsibility will be to manage and process corporate events for our clients, ensuring timely and accurate delivery of product information and customer experience.Main ObjectivesDevelop and implement standards and...

descriptions3：Job SummaryWe are seeking a Marketing & Events Associate to join our team at Wellington-Altus Financial Inc. The successful candidate will be responsible for developing and implementing marketing strategies to promote our services and products, as well as coordinating events and communications across the practice.Key Responsibilities

About Our Platform\We've created a growth platform to help simplify the complexities of wealth management. Our platform integrates modern technology with business and investment operations, making it easier for our partners to deliver exceptional results.\With over 650 financial institutions and 12,000 wealth managers partnering with us, we've helped over 20...

Role OverviewWe are seeking a Relationship Manager (Retirement Planner) to assist New Zealanders in managing their retirement finances and shifting the focus from saving to strategic spending.This role is perfect for a detail-oriented professional who is ready to make a meaningful impact on New Zealanders' retirement outcomes.About TmmTmm is a leading...

About Wellington-Altus Financial Inc.We are a top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. Our organization identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. We have more than $35 billion in assets under administration and offices across the country.The Role:We...

About FNZWe are a global leader in the delivery of financial services via cloud computing, partnering with some of the world's largest companies.Our wealth management platform integrates modern technology with business and investment operations in a regulated financial institution.We have over 650 financial institutions and 12,000 wealth managers using our...

What You Will DoAs a Business Analyst Developer at FNZ, you will be responsible for designing and developing our wealth management platform. Your key tasks will include:Developing web applications using .NET, C#, MS SQL Server, and React.JS or similar front-end frameworks;Working closely with stakeholders to understand their requirements and develop...

**Our Team:**Brad Gross Wealth Advisory Group is part of Wellington-Altus Financial Inc., a leading investment dealer in Canada. Our team seeks a highly skilled Associate to support our operations and client relationships.The Role:The Associate will act as a resource person for Associates and Advisors on the team, completing tasks related to account...

Company Overview:Wellington-Altus Financial Inc. is a leading financial services organization, established in 2017 as the parent company to several prominent subsidiaries.We have more than $35 billion in assets under administration and offices across the country, serving high-net-worth clients and successful advisors.The opportunity lies in joining our...

About the JobWe are seeking a highly skilled IT technical support specialist to join our global corporate IT department. This role provides an exciting opportunity to work within a rapidly changing environment and collaborate with customers across all levels of the organisation.Key ResponsibilitiesDesign and implement desktop builds for new joiners and...

Job SummaryWe are seeking a skilled Portfolio Management Associate to join our team. As a Portfolio Management Associate, you will play a key role in supporting our portfolio managers, clients, and internal teams.The successful candidate will be responsible for coordinating follow-up actions, communicating updates, and executing trading instructions as...

Company OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017 as the parent company to several top-rated firms. With over $35 billion in assets under administration and offices across the country, we identify with successful, entrepreneurial advisors and their high-net-worth clients.The TeamWe are a fast-growing,...

About the JobThis IT technical support specialist role is a fantastic opportunity to work within a dynamic and diverse environment in the financial services sector. As part of a global corporate IT department, you will provide technical assistance to end users across the business.Key ResponsibilitiesBuild and deploy desktop equipment for new joiners and...

When you join FNZ as a Service Desk Analyst you are part of a global corporate IT department where we provide IT technical assistance to end users across the business.This is a fantastic opportunity to work within a dynamic and diverse environment in the financial services sector.We are seeking someone with a can-do attitude and a strong delivery focused...

Job Requisition ID: REQ-13578When you join FNZ as a Service Desk Analyst, you are part of a global corporate IT department where we provide IT technical assistance to end users across the business.This is a fantastic opportunity to work within a dynamic and diverse environment in the financial services sector.We are seeking someone with a can-do attitude and...

As an Operational Risk Manager, you'll have responsibility to perform Line 1 risk management duties and drive the day-to-day risk management activities of the New Zealand business.The key objective of the role is ensuring that the first line risk and compliance arrangements are run in an efficient, effective and consistent manner.End to end ownership of Risk...

We have an exciting opportunity for a driven professional wanting to further develop their administrative career.As an Office Manager at FNZ, you will play a pivotal role in supporting our business and be the driving force behind our Wellington and Auckland offices.You will be a motivated and organized professional with outstanding communication and...