Investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
Winnipeg, Manitoba
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in consolidated 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 2021 Brokerage Report Card.
On-site · Vancouver
The Business Analyst acts as a strategic partner between business stakeholders and technology teams to translate complex objectives into actionable requirements. They lead process optimization, drive digital transformation initiatives, and ensure solutions align with the firm's strategic and regulatory goals.