Investment Associate

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.

*Investment Executive 2025 Brokerage Report Card.

The Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests, and contributing to a high‑quality client experience. The role serves ...