About this role
Coordinator, Wealth Products at Wellington-Altus Financial. Location: Winnipeg or Toronto. Role: supporting advisors, processing accounts, managing projects Requirements: 1+ year experience in wealth management, financial operations, or retail banking; high Excel and MS Office proficiency; strong communication, attention to detail, and platform/operational knowledge; Envestnet/Croesus/Netrep experience an asset. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook, Envestnet, Kyndryl, Netrep, Croesus, Thomson, Advent, Advisor Connect Certifications: csi, ific Commitment: Full Time Workplace: Onsite Languages: English