**Location:** In-office position based out of our Toronto office.

**Organization:** Wellington-Altus Financial Inc. 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., recognized as one of Canada’s top-rated investment dealers. With over $35 billion in assets under administration and a presence across Canada, we align with successful advisors and portfolio managers serving high-net-worth clients.

**Opportunity:** Reporting to the Co-Chief Investment Officer, Head of Multi-Asset Income Solutions, the Analyst, Investment Solutions will be involved in assessing and monitoring investment managers featured in Wellington-Altus's managed investment solution shelf. This role includes utilizing quantitative and qualitative analysis techniques for ongoing assessment of investment solutions and cultivating relationships with advisors to promote adoption of our managed investment solutions.

**Key Responsibilities:**

- **Investment Data Management & Analysis:**
- Collect and analyze investment-related data for Investment Policy Statement adherence.
- Review potential holdings to assess compatibility with established criteria.
- Assess risk at product and holdings levels.

- **Managed Investment Solutions Research:**
- Contribute to due diligence of portfolio/asset managers for investment products and models.
- Support advisor teams in understanding research offerings and monitor research provider stability.

- **Investment-Related Support:**
- Assist advisor teams with inquiries about managed investment solutions.
- Provide ongoing support regarding performance, risk, and changes in investment offerings.
- Track interactions via CRM and generate sales summaries for management.

- **Lead Generation:**
- Engage new advisor teams through professional presentations.
- Develop insights into the investment solution set and maintain ongoing engagement with advisor teams.

**Ideal Candidate Will Possess:**

- A bachelor's or master's degree in commerce/business administration, economics, or a related field.
- 2+ years of experience in financial services within a high-growth environment.
- 2+ years in a client-service facing role/inside sales.
- Experience in wealth management or regulated industry preferred.
- Completion of industry-specific courses (CSC, CPH) and recognized designations (CFA, CIM) are assets.
- English fluency required; French fluency is an asset.
- Proficiency in MS Excel and the broader MSOffice suite; experience with industry applications (Morningstar, Bloomberg) is required.
- Strong problem-solving, organizational, communication skills, and attention to detail.

**Conditions of Employment:**

- Must be legally eligible to work in Canada.
- A satisfactory background check may be required prior to employment.

Wellington-Altus is committed to equity and diversity within our community. We encourage applications from all qualified individuals, including women, racialized persons, Indigenous peoples, and persons with disabilities. If accommodations are required during the recruitment process, please inform us at the time of application.

**To Apply:** Click the Apply for This Job button to submit your resume, cover letter, and salary expectations. Only selected candidates will be contacted for interviews. More information about working at Wellington-Altus is available on our website at www.wellington-altus.com.