Job Description
Location: This posting is for an existing vacancy in Wellington‑Altus’s Etobicoke office.
Our organization
Founded in 2017, Wellington‑Altus Financial (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., Independent Advisor Solutions Inc., and Wellington‑Altus Private Wealth Inc.—the top‑rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 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 opportunity
Reporting to the Simon Harry Wealth Management Group, the Associate, Financial Planning supports the delivery of personalized financial planning and relationship man...
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