Financial Operations Manager

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 Wellington-Altus Financial Inc.Wellington-Altus Financial Inc. is a leading financial services organization with a strong presence in Canada. Founded in 2017, we have established ourselves as one of Canada's Best Managed Companies, with a top-rated investment dealer and a wide range of financial products and services.We are committed to providing our...

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...

Company Overview:Wellington-Altus Financial Inc. is a leading financial services brokerage firm, founded in 2017 with over $35 billion in assets under administration and offices across Canada.We are committed to providing exceptional service to our clients and strive to build strong relationships with our advisors and stakeholders.The Opportunity:We are...

Company Overview:About Trade Me Limited:We are a well-established, locally based business in Miramar seeking a Financial Administrator to join our team. This is a fantastic opportunity to be part of a supportive and tight-knit team where your financial expertise and organisational skills will be highly valued.About the Job:Key Responsibilities:Manage...

Job DescriptionThis exciting opportunity involves overseeing the execution of day-to-day advisor marketing services for all advisor teams across the country. You will manage relationships with advisor teams and handle request escalations and reviews. Additionally, you will develop and execute a comprehensive marketing strategy that drives advisor growth,...

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...

The OpportunityWe are seeking an experienced Specialist, Wealth Products to join our Central Overlay Group, Operations team. This role will be responsible for providing administrative support to Advisors, Products & Platforms, Sub-Advisors, and their teams. The incumbent will play a key role in the SMA/UMA managed programs offered by Wellington-Altus,...

Job OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, with over $35 billion in assets under administration. As a Senior Manager, Managed Accounts Supervision, you will play a key role in the oversight of internal managed account platforms and business standards.Key Responsibilities- Conducting supervision activities focused on...

About UsWellington-Altus Financial Inc. is a leading financial services company with over $35 billion in assets under administration. Founded in 2017, we have established ourselves as one of Canada's Best Managed Companies.">The OpportunityWe are seeking a Senior Manager, Managed Accounts Supervision to join our team. As a key member of our investment...

About the JobThis is an exciting opportunity to join Cae's finance team as a Project Accountant. As a key member of our team, you will play a critical role in supporting the delivery of our projects, ensuring that financial management is robust and effective.Your Key ResponsibilitiesFinancial Analysis: Assist the program during the acquisition phase,...

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,...

Leadership Opportunity in the Financial Services Sector">We are seeking a skilled leader to join our team as the Head of Deposit Taking. This role offers a unique opportunity to make a meaningful impact on the financial services sector in New Zealand.The successful candidate will provide strategic leadership and direction to our Deposit Taking teams,...

The TeamThe Rosedale Family Office (RFO) is a dynamic and fast-growing team within Wellington-Altus Financial Inc. We are passionate about providing innovative solutions to our clients, and we are always looking for talented individuals to join our team.As a member of the RFO team, you will have the opportunity to work with a diverse range of clients, from...

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,...

Job DescriptionWe are seeking a talented Finance Associate to join our team in Upper Hutt, Wellington. As a Finance Associate, you will be responsible for providing financial services and analysis to support the New Zealand operations within the Australia and New Zealand cluster.Key Responsibilities:Customer Onboarding & Engagement: Collaborate with finance,...

Job Description:We are seeking a highly skilled Financial Operations Specialist to support our New Zealand operations. As a key member of the finance team, you will provide essential financial services and analysis to enhance decision-making. Your expertise will play a crucial role in managing customer onboarding, engagement, and credit terms, ensuring...

**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...

About UsWellington-Altus Financial Inc. is a dynamic and growing organization, committed to providing exceptional marketing support to our network of financial advisors. With over $35 billion in assets under administration, we are one of Canada's leading investment dealers.We are seeking a skilled Vice-President, Advisor Marketing to lead our marketing...

About the RoleWe are looking for an experienced Finance Manager to join our team in Wellington. The successful candidate will be responsible for leading end-to-end financial management, including budgeting, forecasting, and capital planning.You will work closely with stakeholders to drive financial strategy and operational decision-making across the...