Compliance Analyst
Calgary, AB +144k–55k $/anTemps plein
WA
Wellington Altus Branding
2+ ansWellington-Altus needs candidates with progressive experience at a CIRO dealer member or bank, knowledge of CIRO and provincial securities regulators, and skills in data analysis and risk management. Strong Microsoft Office and Power BI skills are needed, along with strong communication and organization.
Power BI
Associate (National Advisory Desk)
Toronto, ON48k–60k $/anTemps plein
WA
Wellington Altus Branding
3+ ansWellington-Altus needs candidates with a business, accounting or finance degree or diploma, or equivalent experience, and at least 3 years in wealth management. Candidates must hold active CIRO Registered Representative status and be strong in Microsoft Office and Excel-based client tracking.
Excel, Word, PowerPoint, Teams, Outlook, NAD CRM workbooks