Partner Support Associate, Transfers

Location

This posting is for an existing vacancy in Wellington-Altus’ Winnipeg or Toronto office.

Our organization

Founded in 2017, Wellington-Altus Financial (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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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 Manager, Advisor Experience, the Partner Support Specialist – Transfers is responsible for providing expert support to advisors within WAPW regarding external transfer cases. T...