About this role
Investment Associate at Wellington-Altus Financial Inc.. Location: Saskatoon, Saskatchewan, Canada. Role: supporting portfolio, coordinating requests, processing trades Requirements: Support portfolio administration, coordinate client requests, process transactions, maintain compliant client files, and assist advisors; 2+ years industry experience preferred; pursuing or holding IR license; proficiency with Microsoft Office. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook Certifications: investment representative (ir) Commitment: Full Time Workplace: Onsite Languages: English