About this role
Investment Associate at Wellington-Altus Financial Inc.. Location: Toronto, Ontario, Canada. Role: Relationship management, Client consultation, Compliance research Requirements: Bachelor’s in business/finance or related field; 2-3 years financial services; 3+ years client service; CSC/CPH or CIRE asset; MS Office; Croesus/Salesforce asset; independent work ability. Category: Finance and Accounting Seniority: Mid Level Tools: MS Office, Croesus, Salesforce Certifications: csc/cph, cire Commitment: Full Time Workplace: Onsite Languages: English