Elevate your career as an Investment Associate with Wellington-Altus in Vernon. In this role, support client relationships, portfolio management, and compliance to enhance client experiences.
Join a high-performing team at Wellington-Altus, recognized as a top-rated investment dealer. This position focuses on building client relationships, managing portfolios, and assisting with compliance. Ideal candidates will possess strong organizational and interpersonal skills along with a motivation for continuous learning in wealth management.
Key Responsibilities:
• Build and maintain strong client relationships
• Process client-initiated trades and transactions
• Support client onboarding and consultations
• Ensure compliance with regulatory standards
• Conduct product research to assist clients
Requirements:
• Bachelor’s in finance, business, or similar
• 2-3 years of relevant industry experience preferred
• Registered as an Investment Representative preferre...