Partner Support Associate, Private Counsel

Partner Support Associate, Private Counsel

Job Category : Finance & Operations

Requisition Number : PARTN

Location : Winnipeg, MB, CAN (in-office)

Overview

Partner Support Associate, Private Counsel is based in our Winnipeg office. This role serves as the first point of contact for Wellington-Altus Private Counsel (WAPC) and supports advisory teams by handling queries, escalations, and problem resolution. The role collaborates with internal departments and external partners and works with the Lead Process Specialist to document and review processes for continuous improvement.

The organization

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 supports successful, entrepreneurial advisors, portfolio managers, and high-net-worth clients.

• Investment Executive 2025 Brokerage Report Card.

The opportunity

Reporting to the Lead, Operations Account Services, Private Counsel Operations, the Partner Support Associate acts as a primary contact for internal departments and external partners, including custodians and service providers. The incumbent will collaborate to document and review processes, identify improvements, and contribute to efficiency gains.

Key responsibilities

The ideal candidate will possess

Strong knowledge and willingness to learn new technology applications quickly (e.g., DocuSign, custodian applications, WA systems).

Conditions of employment

Wellington-Altus Private Wealth is strongly committed to equity and diversity and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and all genders and sexual orientations. All qualified individuals who would contribute to the 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

Qualifications

Experience

Preferred

1 year : Experience in a customer support or advisor-facing role within the financial services industry

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