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Company · Wealth management general

Wellington-Altus Financial Inc.

As of 30 October 2026, Wellington-Altus Financial Inc. has 24 open roles (10 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Office, Microsoft Excel and Microsoft Outlook as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Aurora, Canada501-1000 employees50M-250M revenue, est.B2Cwellington-altus.ca ↗LinkedIn ↗
Headquarters
Aurora, Ontario, Canada
Employees
501-1000 employees (linkedin)
Sells to
independent advisors, clients, private wealth clients
Certifications on site
Site languages
EN, FR
Career system
Ukg
24open roles · 10 new in 30 days
14tools named in postings
Canadahiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Wellington-Altus Financial Inc. in one screen

Read from wellington-altus.ca: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Wellington-Altus Financial Inc. does

Wellington-Altus Financial Inc. is an independent private wealth management firm that provides holistic wealth planning, investment and protection for clients. Its offerings include traditional brokerage, advice-based platforms, advice plus managed platforms, and Platinum Private Portfolios. The firm has surpassed $50 billion in assets under administration and is recognized as Canada's top-rated investment dealer.

traditional brokerageadvice-based platformadvice plus managed platformplatinum private portfolios
Whom it sells to

Named on the site: independent advisors, clients, private wealth clients.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 573 scored.

aipuae.comUnited Arab Emirates · 51-200 employeesPark Avenue Wealth ManagementUnited States · 501-1000 employeesLloyds Private WealthAustralia · 51-200 employeesAltumUnited Kingdom · 51-200 employeesPWM WealthSouth Africa · 51-200 employeesCI FinancialCanada · 1001-5000 employees
03Tech stack, with the evidence

What Wellington-Altus Financial Inc. says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft OfficeFinance & accounting · high confidence · 23 postings
The Wellington-Altus Alcorn office is currently recruiting an Office Administrator to join our highly skilled teams specializing in customized and innovative wealth strategies for high-net-worth clients.
Office Administrator (Rosedale Family Office) · first seen 2026-07-16
Microsoft ExcelFinance & accounting · medium confidence · 23 postings
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Senior Compliance Specialist · first seen 2026-07-16
Microsoft OutlookFinance & accounting · medium confidence · 22 postings
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Senior Compliance Specialist · first seen 2026-07-16
Microsoft WordFinance & accounting · medium confidence · 22 postings
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Senior Compliance Specialist · first seen 2026-07-16
Microsoft PowerPointFinance & accounting · medium confidence · 21 postings
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Senior Compliance Specialist · first seen 2026-07-16
Microsoft TeamsFinance & accounting · medium confidence · 21 postings
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Senior Compliance Specialist · first seen 2026-07-16
Microsoft 365medium confidence · 3 postings
• Using digital tools such as Articulate 360, Adobe InDesign, Snagit, Visio, and Microsoft 365 applications to create, update, and improve training and communication materials.
Training and Development Lead · first seen 2026-09-16
Microsoft Visiomedium confidence · 3 postings
• Utilize digital tools such as UKG learning, Articulate 360, Canva, Snagit, and Visio to create, analyze, develop, and design projects.
Content Development Specialist · first seen 2026-09-16
Articulate 360medium confidence · 2 postings
• Utilize digital tools such as UKG learning, Articulate 360, Canva, Snagit, and Visio to create, analyze, develop, and design projects.
Content Development Specialist · first seen 2026-10-07
Snagitmedium confidence · 2 postings
• Utilize digital tools such as UKG learning, Articulate 360, Canva, Snagit, and Visio to create, analyze, develop, and design projects.
Content Development Specialist · first seen 2026-10-07
DocuSignFinance & accounting · medium confidence · 3 postings
• Completing a variety of administrative tasks related to account management such as preparing DocuSign information.
Associate (Catherwood Wealth Management) · first seen 2026-09-16
Salesforcemedium confidence · 3 postings
• Utilize platforms such as Salesforce, Croesus, DocuSign, and Microsoft Office to support client servicing and practice operations.
Senior Associate, Client Experience (The Osachoff Wealth Advisory Group) · first seen 2026-09-16
Adobe InDesignmedium confidence · 1 posting
• Using digital tools such as Articulate 360, Adobe InDesign, Snagit, Visio, and Microsoft 365 applications to create, update, and improve training and communication materials.
Training and Development Lead · first seen 2026-10-08
Canvamedium confidence · 1 posting
• Utilize digital tools such as UKG learning, Articulate 360, Canva, Snagit, and Visio to create, analyze, develop, and design projects.
Content Development Specialist · first seen 2026-10-07
On the website or in DNS

Vendors whose code loads on wellington-altus.ca or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

Amazon SESseen on wellington-altus.ca
Anthropicseen on wellington-altus.caappleseen on wellington-altus.caAtlassianseen on wellington-altus.ca
AWS Route 53seen on wellington-altus.ca
DocuSignseen on wellington-altus.caHubSpotseen on wellington-altus.caKnowBe4seen on wellington-altus.ca
Microsoft 365seen on wellington-altus.ca
Microsoft Entra IDseen on wellington-altus.ca
microsoft_intuneseen on wellington-altus.ca
microsoft_teamsseen on wellington-altus.ca
Salesforceseen on wellington-altus.ca
smtp_comseen on wellington-altus.ca
ukg_proseen on wellington-altus.ca
04Hiring

24 open roles, 22 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in Canada →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Wellington-Altus Financial Inc., with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Wellington-Altus Financial Inc. to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Wellington-Altus Financial Inc.

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 573 scored.

aipuae.comWealth management general · United Arab Emirates51-200 employees
Park Avenue Wealth ManagementWealth management general · United States501-1000 employees
Lloyds Private WealthIndependent financial advisers · Australia51-200 employees
AltumWealth management general · United Kingdom51-200 employees
PWM WealthWealth management general · South Africa51-200 employees
CI FinancialWealth management general · Canada1001-5000 employees
07Profile

From the company's own website

Legal nameWellington-Altus Financial Inc.
IndustryBusiness & finance services · Wealth management general
Offeringstraditional brokerage · advice-based platform · advice plus managed platform · platinum private portfolios
Target customersindependent advisors · clients · private wealth clients
Geographic scopeunknown · also United States
Reviews found
Public contact points1 role addresses · 3 phone numbers
Pages readprivacy, pricing, terms, locations, home, imprint, contact, careers, leadership
Datescrawled 2026-08-14 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Wellington-Altus Financial Inc. (Aurora, Canada, 501-1000 employees) has 24 open roles, 10 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/wellington-altus.ca)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from wellington-altus.ca: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Ukg career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Wellington-Altus Financial Inc.: questions

Does Wellington-Altus Financial Inc. use Microsoft Office?

Yes, by the company's own words: 23 postings name it, first seen 2026-07-16, in the finance & accounting team.

Is Wellington-Altus Financial Inc. hiring?

24 open roles as of 30 October 2026, 10 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From wellington-altus.ca itself: we crawled it on 2026-08-14, built the profile on 2026-08-16, and read its career site (Ukg) hourly since. Headcount is from LinkedIn.

Who should I write to at Wellington-Altus Financial Inc.?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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