Investment Associate
Wellington-Altus
📍 vernon, regional district of north okanagan, Canada
Job Description
Location
This posting is for an existing vacancy in Wellington-Altus’s Vernon 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 Team: Harper Private Wealth
Meet the Team – Harper Private Wealth.
The opportunity
The Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests, and contributing to ...