Financial Management Specialist

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.

Role OverviewWe are looking for a highly experienced Financial Management Specialist to join our team in Wellington. The successful candidate will have a proven track record in financial accounting and will be responsible for providing expert advice on financial accounting management.About the Team:We are a collaborative team that encourages a positive,...

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...

Company OverviewWellington-Altus Financial Inc. is a leading financial services company founded in 2017, with over $30 billion in assets under administration. We are committed to providing exceptional service to our clients, focusing on successful entrepreneurs and high-net-worth individuals.

Company Overview:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, our organization has experienced significant growth and success, with over $35 billion in assets under administration.The Opportunity:We are seeking an exceptional individual to join our team as a Business...

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...

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,...

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 Us">At Wellington-Altus Financial Inc., we are committed to providing excellent service to our clients and stakeholders. We are seeking a highly skilled Business Systems Support professional to join our team.">The Job Description">The Business Systems Support professional will be responsible for application support, configuration activities, testing,...

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...

Overview of Wellington-Altus Financial Inc.Wellington-Altus Financial Inc. is a leading financial services company in Canada, founded in 2017. The organization has a strong presence across the country with offices and a significant assets under administration. Wellington-Altus identifies with successful advisors and portfolio managers and their...

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...

As a Financial Control Specialist in our Enterprise Finance team, you'll play a key role in:Supporting Financial Controller and Business Partners in meeting all month-end reporting requirements including regulatory reporting.Providing accounting and reporting services to the business units, ensuring the delivery of accurate, insightful and up-to-date...

Job OverviewWe are seeking a talented Compliance Specialist to join our team at Wellington-Altus Financial Inc. This Senior Compliance Analyst, Complaints role will provide critical support in reviewing client complaints and assessing their validity.The ideal candidate will possess excellent analytical skills, attention to detail, and experience in AML...

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...

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...

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...

Unlock Your Potential as a Financial Planning SpecialistJoin FoxPlan's team of experienced financial advisors and take advantage of our commission-only structure, designed to reward your hard work and dedication. As a key player in our company, you'll have the freedom to build and manage your own client base, retaining a significant portion of the revenue...

About Us:Wellington-Altus Financial Inc. is a leading Canadian financial services company with a strong presence in the wealth management industry.We are seeking a highly skilled Lease Administrator to join our team in Winnipeg. As a Lease Administrator, you will play a critical role in managing our firm's leasing process, ensuring seamless interactions with...

Job DescriptionWe are seeking a skilled and detail-oriented professional to join our team as a Financial Portfolio Specialist. The ideal candidate will have experience in finance, banking, or financial services, with a strong understanding of investment operations and cash transactions.Key responsibilities include:Compiling and delivering client portfolio...