Senior Analyst, Investment Platform Support
Location: This posting is for an existing vacancy in Wellington-Altus’s Winnipeg office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (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., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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 Portfolio Manager, Investment Practice Management & UMA Program Design, the Senior Analyst, Investment Platform Support is responsible for the day-to-day execution, enablement, and support of investment platform functionality, with a focus on trading, portfolio management, reporting, and advisor onboarding.
Key responsibilities include:
- Investment Platform Subject Matter Expertise
- Act as a subject matter expert for the firm’s investment platforms, including Envestnet, with a strong understanding of platform functionality related to portfolio management, trading, reporting, and managed account programs. Provide hands‑on support and guidance to advisors and internal stakeholders on platform capabilities, limitations, and best practices.
- Advisor Onboarding and Enablement
- Support the onboarding of advisors to the investment platform, including set‑up, configuration, and readiness for live use. Provide ongoing training and day‑to‑day support to ensure advisors can effectively leverage platform tools to deliver managed portfolio solutions to clients.
- Training, Demonstrations, and Documentation
- Deliver platform demonstrations to advisors and internal partners, tailored to different user needs and experience levels. Contribute to the development and maintenance of training materials, user guides, process documentation, and reference tools to support consistent and compliant platform usage.
- Platform, Trading, and Issue Resolution Support
- Serve as a primary support resource for platform‑related questions and issues, including trading, portfolio modeling, reporting, and data integrity. Investigate, troubleshoot, and resolve issues in a timely manner, escalating more complex matters as required while keeping stakeholders informed.
- Cross‑Functional and Vendor Collaboration
- Work closely with internal teams such as Investment Practice Management, Technology, Operations, Compliance, and external platform vendors to support day‑to‑day platform operations. Assist with platform enhancements, issue resolution, testing, and ongoing operational improvements to ensure stability and effectiveness.
The ideal candidate will possess:
- A degree or diploma in business, finance, or a related field, or equivalent experience.
- 5+ years’ financial services experience with strong portfolio management expertise.
- Experience supporting cross-functional initiatives, programs, or platform-related work
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Proficiency with Envestnet or similar platforms.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Ability to operate effectively in ambiguous situations with appropriate guidance.
- Demonstrated high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Strong analytical and problem-solving skills with attention to detail.
- Ability to manage multiple workstreams and competing priorities in a structured manner.
- Strong written and verbal communication skills, with the ability to produce clear documentation.
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.
