About this role
Associate (Full Time, 15-Month Term) at Wellington-Altus Financial Inc.. Location: Kanata, Ontario, Canada. Role: managing accounts, processing transactions, building relationships Requirements: Bachelor's or equivalent experience preferred, 3+ years financial services experience, client-facing experience, CIRO licensing (CIRE/CSC/CPH) and IR/RR registration, MS Office proficiency, Croesus/Salesforce experience an asset, strong communication and compliance skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook, Croesus, Salesforce, Canva, Meta Business Suite Certifications: cire, csc, cph, ir, rr, ce Commitment: Full Time, Temporary Workplace: Onsite Languages: English