Business Operations Specialist

Location:This in-office position can be based out of our Saskatoon, Winnipeg, or Toronto office.

Our organization:

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Investment Executive 2025 Brokerage Report Card.

The opportunity:

The Business Operations Specialist role within Operations will support strategic projects focused on enhancing operational efficiency and client service quality. Working closely with VP, Operational Performance, this role will help to drive forward corporate initiatives, identify opportunities to streamline processes and work collaboratively across the Operations department as well as with other departments within W-A to resolve operational challenges with the end goal to deliver a superior service offering to our advisory teams and clients. This role will be required to gather, review and analyze data and processes, record and monitor progress. The incumbent will possess an analytical mindset with exceptional written communication skills.

Key responsibilities include:

Maintaining and supporting custodian relationships across all W-A business entities, including WAPW, WAPC, and WA-USA.
Collaborating cross-functionally with IT, Project Management, Regional Management, Training & Development, and Compliance to ensure smooth execution of advisor-facing initiatives.
Promoting a culture of collaboration and continuous improvement to enhance advisor systems, tools, and operational support.
Serving as an Operational Subject Matter Expert (SME) in the development of business requirements for strategic initiatives.
Documenting meeting minutes, track follow-up actions, and ensure timely execution of deliverables.
Contributing to cross-functional projects of varying complexity, offering operational insights to drive technology enhancements, process efficiencies, and profitability improvements.
Supporting corporate initiatives impacting Operations, ensuring seamless integration of new technologies and products into scalable workflows.
Reviewing and approving operational processes and documentation as an SME.
Providing ongoing support for business-as-usual (BAU) projects, including annual reviews and execution planning.
Collecting, analyzing, and interpreting operational data to assess process performance and identify areas for improvement.
Presenting key findings through clear summaries to support decision-making.
Identifying and recommending opportunities to streamline workflows, improve productivity, and reduce operational costs.
Leading the development and publication of comprehensive Policy and Procedure documentation.
Performing other duties as assigned.

The Ideal candidate will possess:

Post Secondary education; preference given to Business/Finance.
Project Management Courses an asset.
8+ years’ financial services industry experience working in a high growth environment.
Experience in the wealth management industry; CIRO or ICPM preferred.
Experience working within Operations.
Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Experience with Advisor and Custodial Systems, including, Croesus, Account Opening, Client Portal, Kyndryl.
Experience with incident management tools such as JIRA, Monday.com, Salesforce etc.
Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
Knowledge of financial products, financial terms, and business processes of an introducing broker.
Demonstrate analytical, organizational, and problem-solving skills.
Strong organizational skills - ability to manage multiple and competing priorities, many with strict time constraints.
Demonstrated ability to independently prioritize and accomplish tasks with minimal supervision.
Proven ability to navigate rapid changes in priorities and timelines with the ability to re-strategize and reallocate resourcing as required.

Conditions of employment:

Must be legally eligible to work in Canada.
Must be able to travel 0 - 5% of the time.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.

Wellington-Altus Private Wealth Inc.

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Business Operations Specialist