Overview
Compliance Summer Student Jobs in Calgary, Alberta, Canada at Wellington-Altus
Join to apply for the Compliance Summer Student role at Wellington-Altus.
Location: This in-office position will be located at our Toronto or Calgary 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 more than $35 billion in assets under administration and offices across the country, Wellington-Altus works with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
The opportunity:
Reporting to the VP, Supervision, Wellington-Altus Private Wealth offers an opportunity for a Compliance Summer Student to join our Compliance Registrations team. The role involves providing administrative support and gaining exposure to the compliance framework, reporting, data validation, and special projects.
Key responsibilities include:
Monitoring and responding to compliance registration inbox inquiries.
Cleaning and organizing folders and preparing documents as required.
Assisting with compliance team clean-up projects and initiatives.
Taking notes during meetings and training sessions.
Supporting research on regulatory matters.
Supporting data collection and analysis efforts.
Developing data metrics and visualizations to present information clearly, helping to identify patterns and opportunities.
Reorganizing data to create new reports.
Providing document formatting assistance as needed.
The ideal candidate will possess:
Current enrollment at a post-secondary institution as a first or second-year student, available for full-time work over the summer.
Proficiency with MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Dependability, integrity, competence, and a strong work ethic.
A detail-oriented approach emphasizing accuracy and confidentiality.
Effective interpersonal, organizational, and communication skills for independent and collaborative work.
Excellent problem-solving skills.
Conditions of employment:
Must be legally eligible to work in Canada.
A background check may be required prior to employment.
Wellington-Altus Private Wealth values diversity and encourages applications from women, racialized persons, Indigenous peoples, persons with disabilities, and individuals of all sexual orientations and genders. We welcome applications that contribute to organizational diversification. If accommodations are needed during the recruitment process, please inform us at the time 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 selected for an interview. More information about working at Wellington-Altus can be found on our website at
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Title: Compliance Summer Student
Company: Wellington-Altus
Location: Calgary, Alberta, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
