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About the Role

The Project Manager is responsible for developing, executing, and maintaining comprehensive implementation plans, and delivering goal-based reporting for WAPW projects. This role ensures effective communication of project milestones and drives successful, timely delivery of project outcomes.

Responsibilities

• Lead projects and support the development, coordination, and execution of project plans, including monitoring contract deliverables.
• Apply strong business and technical acumen to ensure deliverables and outcomes align with the approved business case.
• Engage with stakeholders to understand business needs and effectively capture risks, issues, and key decisions.
• Develop and implement change management plans to support project and organizational change initiatives.
• Assist in defining project scope, objectives, and deliverables.
• Maintain accurate project records, databases, and documentation within planning tools, ensuring compliance with industry standards; generate financial summaries as required.
• Develop, track, and report on project key performance indicators (KPIs).
• Establish review schedules, monitor project progress, and recommend adjustments to maintain timelines and budget adherence.
• Respond to inquiries by providing accurate and timely project-related information across all communication channels.
• Review and approve vendor invoices and prepare supporting documentation as necessary.
• Manage administrative tasks and organize documentation to support project governance and due diligence.
• Support the management of project budgets, timelines, and resource allocation.
• Contribute to the preparation of project status reports and related documentation.
• Serve as a resource and point of support for project team members.
• Perform other related duties as assigned.

Requirements

• Bachelor’s degree in business, Economics, Statistics, or equivalent experience.
• 5-8 years of project management experience, including overseeing timelines, budgets, and cross-functional teams in the financial services or private wealth management industry.
• Familiarity with wealth management platforms, CRM systems, and project management tools, with 2-3 years of experience managing relationships with high-net-worth clients and stakeholders.
• Proficiency with the MS Office suite.
• Proficiency with Project Management tools (e.g. Atlassian).
• Knowledge of project management principles, including planning, execution, and delivery across varying levels of complexity.
• Ability to define scope, establish performance measures, and apply monitoring and control practices to manage timelines, budgets, and outcomes.
• Understanding business needs and technical environments, with the ability to align outputs to business cases and analyze performance data.
• Capability to support change initiatives and effectively manage stakeholder communication and information flow.
• Proficiency in maintaining accurate project documentation, ensuring compliance, and supporting governance, reporting, and due diligence activities.
• Knowledge of budget tracking, financial reporting, and vendor/contract oversight.
• Ability to work collaboratively and provide guidance and support within a project team environment.
• Must be legally eligible to work in Canada.
• Must be able to travel within Canada 0-5% of the time.

Skills

• Project management certification or training (e.g., PMP, CSM) is preferred.
• Wealth management platforms
• CRM systems
• Project management tools
• MS Office suite
• Atlassian
• Project Management & Delivery
• Project Planning, Scope & Controls
• Business, Technical & Analytical Acumen
• Change & Stakeholder Management
• Project Governance & Documentation
• Financial & Vendor Management
• Collaboration & Team Support

Location

• Toronto
• Winnipeg

Work Type

• Onsite

Experience Level

• 5-8 years of project management experience
• 2-3 years of experience managing relationships with high-net-worth clients and stakeholders

Education Level

• Bachelor’s degree in business, Economics, Statistics, or equivalent experience.
• Project management certification or training (e.g., PMP, CSM) is preferred.

Salary/Compensations

• $120,000 - $151,800 annually

Benefits

• Health insurance
• Accident and life insurance
• Other unique benefits per location
• Discretionary bonuses

About the Company

• Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies.
• 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.
• With more than $50 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.

Equal Opportunity

• Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.
• All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
• If you require accommodation for the recruitment process, please let us know at the point of application.