Partner Support Specialist

Job Responsibility:

Partner Support Specialist

Location: This position can be located in any of our offices in Canada

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., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $25 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 2023 Brokerage Report Card.

The opportunity:

Reporting to the Senior Manager, Advisor Experience, the Partner Support Specialist is accountable for effectively handling questions and resolving problems raised by the advisory teams that make up WAPW. In this role, your partners also include other internal WAPW departments and our custodian, NBIN.

Key responsibilities include:

• Acting as an expert resource person on all day-to-day operational procedures.
• Being responsible for researching and providing clear, meaningful, and accurate responses to inquiries from our partners within a pre-determined time frame.
• Acting as the intermediary between employees, NBIN & RBC Investor Services back offices.
• Problem-solving and researching multiple solutions for the advisory group as required.
• Understanding and effectively communicating NBIN inquiries to advisory teams and other partners.
• Assisting in identifying potential training opportunities within the team and firm to reduce the volume of queries and improve advisor experience.
• Working to become a subject matter expert and providing support to other team members in that business area.
• Monitoring and distributing trade rejects to appropriate parties.
• Performing other duties as assigned.

The ideal candidate will possess:

• A bachelor's degree or Diploma in Business Administration or similar field of study. An equivalent combination of education and experience will be considered.
• A minimum of 3-5 years of financial services industry experience, preferably in an administrative or operational capacity.
• Successful completion of CSC and CPH is an asset.
• Sound decision-making and problem-solving skills.
• Highly developed written, verbal, and interpersonal communication skills.
• Proficiency using the Microsoft Office suite (Outlook, PowerPoint, Word, Excel).
• Demonstrated experience providing learning and development in the finance sector.
• A capacity to engage constructively and respectfully with individuals of diverse backgrounds and abilities to achieve high-quality outcomes.
• Excellent time management and organizational skills with the ability to multitask, prioritize, and meet deadlines.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at

Experience

Required

• 3 - 5 years: Financial services industry experience, preferably in an administrative or operational capacity.

Education

Preferred

• Bachelor's degree or better in Business Administration or related field

Licenses & Certifications

Preferred

• CPH
• CSC