Job Description
Location
This posting is for an existing vacancy in Wellington-Altus’s Vernon 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 over $45 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.
The Team: Harper Private Wealth
Meet the Team – Harper Private Wealth.
The opportunity
The Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests, and contributing to ...
Ready to Apply?
Take the next step in your AI career. Submit your application to Wellington-Altus today.
Submit Application