About this role
Manager, Managed Accounts at Wellington-Altus Financial Inc.. Location: Winnipeg or Toronto. Role: Lead team, Trade orders, Onboard accounts Requirements: Experience in managed accounts, trading, and rebalancing; knowledge of Envestnet or similar platforms; CFA/CIM asset; CIRO/CSA asset; proficiency with MS Office. Category: Finance and Accounting Seniority: Mid Level Tools: Envestnet, W360, Charles River, Advent/Genesis, NDEX, D1G1T, MS Office Certifications: cfa, cim, ciro, csa Commitment: Full Time Workplace: Onsite Languages: English