Location: This posting is for an existing vacancy in Wellington-Altus’ Calgary 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.
Reporting to the Senior Wealth Advisor, Portfolio Manager, the Financial Planner supports the delivery of personalized financial planning and relationship management for a growing client base. This role complements the team’s investment advisors by building financ...