Associate Investment Advisor
Wellington-Altus • ottawa, Canada
Role Description
Associate Investment Advisor
Location
This posting is for an existing vacancy in Wellington-Altus’s Ottawa 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.
*Investment Executive 2025 Brokerage Report Card.
The opportunity
Reporting to , the Associate Investment Advisor acts as a resource person for clients and assists Investment Advisors with administrative tasks and transaction p...