Join the leading investment firm Wellington-Altus as a Licensed Investment Associate in Toronto, Ontario. Play a pivotal role in client consultations and compliance support within a thriving financial environment.
Wellington-Altus Financial Inc. is seeking a dedicated Licensed Investment Associate to assist clients while providing crucial support to the Senior Portfolio Manager. You will thrive in this role with your customer service skills and comprehensive knowledge of investment products, gaining experience in a high-growth setting.
Key Responsibilities:
• Foster strong client relationships through proactive support and communication
• Stay informed about a variety of investment products available in Canada
• Ensure compliance with applicable regulations and maintain accurate client documentation
• Process a range of financial transactions and solicit quotations
• Aid advisors in client meeting preparations and research tasks
Requirements:
• Bachelor's deg...