Investment Associate at Wellington-Altus

Join Wellington-Altus in Vernon as an Investment Associate, focusing on enhancing the client experience. This role emphasizes client relationships and robust portfolio administration for high-net-worth clients.
Wellington-Altus Financial Inc. is seeking a dedicated Investment Associate to support their advisory team. You'll engage with clients, process transactions, and ensure compliance while maintaining high-quality service standards. This is a great opportunity to grow in wealth management within a reputable firm, recognized as one of Canada's top investment dealers.
Key Responsibilities:
• Build strong, professional relationships with clients
• Coordinate and follow up on client service requests
• Process client initiated trades and execute account transactions
• Maintain accurate client files to meet compliance standards
• Conduct product research as requested by Advisors
Requirements:
• Bachelor’s in business or related field
• 2-3 years of relevant ...