Analyst, Investment Operations

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 opportunity:

Reporting to the Associate Manager, Senior Analyst & Onboarding , WAUSA the Analyst, Investment Operations is the subject matter expert for all WAPC reporting to and for the ICPMs. The Analyst is the primary contact and responsible for all partner data reconciliation and reporting activities across WAPC. The Analyst also works closely with the Lead Process Specialist to document...