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.

The opportunity

Reporting to Hamilton Miller Investment Group, the Associate Investment Advisor acts as a resource person for clients and assists Investment Advisors with administrative tasks and transaction processing related to managing client accounts. The Associate Inv...