Analyst, Business Systems Enablement at Wellington-Altus

Location: This position will be based out of our Winnipeg 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:

Reporting to the Lead Analyst, Business Systems Reporting, the Analyst, Business Systems Enablement supports the development and implementation of system processes, policies, and procedures. The role focuses on improving efficiency by streamlining workflows, reducing manual tasks, and ensuring accurate client data entry across multiple business systems. This data directly impacts both client-facing and internal platforms. The Analyst also ensures requests are completed in alignment with service standards, while contributing to quality control, automation initiatives, and departmental projects that enhance overall system performance.

Key responsibilities include:

• Client Data Management
• Ensure accurate and timely entry of client-related data across multiple business systems.
• Maintain data integrity through rigorous validation, reconciliation, and quality control processes.
• Monitor and resolve data discrepancies that affect client-facing platforms and internal operations.
• System Enablement & Optimization
• Support the development and implementation of internal system enablement policies and procedures.
• Collaborate with stakeholders to identify system gaps and recommend enhancements.
• Participate in system testing, configuration, and rollout of new features or updates.
• Process Improvement & Automation
• Analyze existing workflows to identify inefficiencies and opportunities for automation.
• Design and implement streamlined processes to reduce manual effort and improve accuracy.
• Contribute to the development of automation tools and scripts in collaboration with technical teams.
• Risk Mitigation
• Ensure adherence to data governance policies and regulatory requirements.
• Identify and escalate risks related to data accuracy, system integrity, or process failures.
• Participate in audits and contribute to remediation efforts as needed.
• Service Standards
• Ensure all requests and tasks are completed in alignment with defined service standards, contributing to a consistent and reliable client experience.
  
  
  

The ideal candidate will possess:

• Bachelor’s degree in Finance, Accounting, Business, Information Technology or a related field.
• 2-3 years’ financial services industry experience working in a high growth environment.
• 2+ years’ experience in vendor and custodian management.
• 2+ years’ experience in a customer/client-service facing role.
• Equivalent combination of education and experience may be considered.
• Experience in the wealth management or other regulated industry is a strong asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Advanced Excel proficiency with expertise in handling large data sets and performing complex comparisons for analysis and insight.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
• Excellent attitude and commitment to providing extraordinary service.
• An excellent attention to detail.
• Exceptional problem-solving with strong analytical thinking and initiative.
• Takes initiative to identify opportunities, solve problems, and contribute independently to team goals without needing direction.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Strong organizational skills.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Strong critical thinking and written and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.
• Adaptability & Flexibility.
• Advisor Focus.
• Drive for Results.
• Teamwork & Collaboration.
  
  
  

Conditions of employment:

• Must be legally eligible to work in Canada.
• 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.