Analyst, Investment Practice Management & Support
Location: this posting is for an existing vacancy in Wellington-Altus’s Winnipeg or Toronto 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 Senior Manager, Transformation Enablement, the Analyst, Investment Practice Management and Support, supports the execution and delivery of advisor-facing investment programs, platform initiatives, and operational enablement activities across the Managed Investments portfolio.
This role contributes to the everyday operational success of the investment management platform (Envestnet), as well as supports the implementation of investment programs and platform enhancements. The Analyst works closely with internal stakeholders across the Managed Investment department and advisor-facing teams to ensure initiatives are operationally ready, clearly documented, and supported with consistent enablement materials.
Key responsibilities include:
Investment Platform Support (Envestnet)
- Providing day-to-day operational support for the Envestnet platform, including assistance with portfolio modeling, trading workflows, and model implementation processes.
- Supporting the setup, maintenance, and execution of portfolio models, including model updates, rebalancing activities, and validation of inputs in accordance with defined processes and controls.
- Assisting with analysis and documentation related to Envestnet workflows, platform configurations, and modeling standards.
- Supporting onboarding activities for advisors and internal teams onto Envestnet by preparing materials, checklists, and operational documentation.
- Assisting in troubleshooting Envestnet-related issues, coordinating with internal teams and external vendors as required, and escalating issues appropriately.
Platform & Advisor Enablement Support
- Supporting advisor-facing platform workflows, tools, and operational processes by assisting with analysis, documentation, and issue tracking.
- Assisting in identifying workflow issues, inefficiencies, and feature gaps within investment platform and advisor tools.
- Supporting the preparation of advisor-facing materials, including workflow guides, training documentation, and knowledge base resources.
- Assisting with platform rollout activities, including communication support and readiness tracking.
- Supporting the coordination of advisor-facing sessions, including roadshows, demos, and training initiatives.
Program & Initiative Execution Support
- Supporting the execution of investment program initiatives by maintaining project trackers, timelines, dependencies, and status reporting.
- Assisting with documentation of program requirements, workflows, and operating procedures to support consistent delivery.
- Supporting cross-functional coordination across Technology, Operations, Compliance, and external vendors to ensure execution activities remain aligned.
The ideal candidate will possess:
- A degree or diploma in business administration, finance, accounting, or a related field, or equivalent experience.
- Completion of CSC or CIRE is an asset.
- 3-5 years in an analyst, operations, business analysis, or enablement role.
- Experience supporting cross-functional initiatives, programs, or platform-related work.
- Exposure to financial services or wealth management preferred.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience or familiarity with advisor platforms, workflow systems, or financial services technology is an asset.
- Experience with Investment Modelling and Trading Platforms are considered an asset. (Envestnet, Croesus, etc.).
- Exposure to process mapping, workflow documentation, or business analysis concepts is preferred.
- 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.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).