Senior Analyst in Wealth Management
Wellington-Altus Financial Inc. • toronto, Canada
Role Description
Advance your career as a Senior Analyst in Wealth Management with Wellington-Altus in Toronto. Lead data analytics and reporting to support advisors and firm executives.
Wellington-Altus Financial Inc. is looking for a Senior Financial Analyst specializing in Wealth Strategy. This position involves building robust data analytics and generating reports critical to high-net-worth client services. Your experience in wealth management will be pivotal in enhancing advisor compensation administration and decision-making processes.
Key Responsibilities:
• Build and maintain advisor-level data analytics
• Prepare detailed monthly reports for stakeholders
• Conduct ad hoc data analyses for policy discussions
• Manage aspects of Advisor Compensation tracking
Requirements:
• Bachelor’s degree in finance or equivalent
• 3-5 years of experience in a relevant role
• Strong skills in Microsoft Excel
• CPA or equivalent certification is a plus
• Strong analytical an...
Wellington-Altus Financial Inc. is looking for a Senior Financial Analyst specializing in Wealth Strategy. This position involves building robust data analytics and generating reports critical to high-net-worth client services. Your experience in wealth management will be pivotal in enhancing advisor compensation administration and decision-making processes.
Key Responsibilities:
• Build and maintain advisor-level data analytics
• Prepare detailed monthly reports for stakeholders
• Conduct ad hoc data analyses for policy discussions
• Manage aspects of Advisor Compensation tracking
Requirements:
• Bachelor’s degree in finance or equivalent
• 3-5 years of experience in a relevant role
• Strong skills in Microsoft Excel
• CPA or equivalent certification is a plus
• Strong analytical an...