Business Systems

Location: This position will be based out of our 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:

Reporting to the Senior Vice-President, Operations, the Business Systems Support is responsible for application support, including configuration activities, testing and trade-related activities on the wealth management platform (Envestnet).

This role will ensure that trades are processed correctly, identify and resolve any issues in a timely manner and maintain smooth communication between internal teams, advisors and external partners.

Key responsibilities include:

• Trade Inquiry & Support
• Address and resolve trade discrepancies or errors, collaborating with internal teams and external partners to identify solutions.
• Systems Management
• Responsible for updating transactional data in the administration system daily to ensure the data meets the needs of our advisor teams.
• Facilitates customization changes per branch (basic report configuration, client information fields customization, etc.).
• Monitor platform performance and trade execution to identify potential issues before they impact clients.
• Support system updates and enhancements.
• Identify opportunities to improve processes and functionality.
• Responsible for elevated controls surrounding user management of the Envestnet system.
• Will perform regular audits into user assignments and will support Service Desk with changes requested.
• Daily Support and Documentation
• Identify, document, report, and track system issues (related to data and performance).
• Collaborate with the Service Desk team when there are outages or service issues reported.
• Manages escalation of feedback from key users.
• Provide support for functional questions as raised by the advisor teams.
• Maintain comprehensive system documentation, as well as process & procedure capture and continual improvement.
• Reconciliation, Quality Control, and Reporting
• Collaborate with key departments on reconciliation activities to align data across the various systems.
• Responsible for generating and presenting monthly reports around topics such as user engagement, system performance, etc.
• Ensure that all trades and support activities are compliant with company policies, industry standards and regulations.
• Other duties as assigned.

The ideal candidate will possess:

• Bachelor s or master s degree in Finance, Business Administration, or related field, or equivalent work experience.
• 2-5 years’ financial services industry experience working in a high growth environment.
• 2+ years’ experience in a customer/client-service facing role.
• Experience in wealth management or other regulated industry is a strong asset.
• CSC is considered an asset.
• CFP is considered an asset.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience with various collaborative workflow tools (JIRA, etc.).
• Experience with Envestnet/Croesus preferred.
• Exhibit a strong sense of responsibility and dependability in both daily tasks and long-term objectives, demonstrating adaptability and innovation.
• Ability to professionally communicate with various stakeholders.
• Maintain a positive attitude and a dedication to delivering exceptional service to clients and stakeholders.
• Possess a keen eye for detail, ensuring accuracy and quality in all work.
• Demonstrate exceptional communication skills, fostering collaboration across various platforms—whether in-person, over the phone, or virtually.
• Showcase excellent analytical skills to identify challenges and develop effective solutions.
• Exhibit…