Opportunity Description
Location: This posting is for an existing vacancy in Wellington-Altus’ Winnipeg or Toronto 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 Manager, Advisor Experience, the Partner Support Specialist – Transfers is responsible for providing expert support to advisors within WAPW regarding external transfer ca...
Ready to Apply?
Submit your application for Partner Support Associate, Transfers at Wellington-Altus Financial Inc.
Apply for this Position