Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Marketing Associate role.

Rezi rewrites your resume against Wellington-Altus's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Marketing Associate posting at Wellington-Altus — free, in seconds.

About the Role

The Marketing Associate plays a key role in supporting the marketing team by managing advisor requests and assisting with the development, implementation, and execution of marketing initiatives.

Responsibilities

Optimize and scale advisor marketing request management through structured intake processes, workflow automation, and digital tools.
Design and manage ticketing systems to streamline advisor requests, automate routing, and improve efficiency.
Serve as the primary contact for advisor marketing requests, including ads, brochures, newsletters, websites, social media, and event materials.
Monitor and manage the advisor marketing mailbox, reviewing requests, identifying SMEs, and initiating projects in the project management tool.
Manage incoming advisor requests through effective communication, expectation management, and timeline coordination with internal SMEs.
Oversee request approvals with internal stakeholders.
Maintain accurate project management documentation, updates, and escalations.
Collaborate with the marketing team to align marketing initiatives with business objectives.
Assist in establishing, implementing, and reviewing department procedures for efficiency.
Build relationships with key stakeholders to understand needs and tailor marketing strategies.
Assist in planning, creating, and executing marketing campaigns across multiple channels.
Help manage the production of marketing materials, including graphics, brochures, and presentations.
Coordinate marketing activities to ensure timely delivery of campaigns and projects.
Support the creation of engaging content for websites, blogs, email newsletters, and social media.
Edit and proofread content for clarity, consistency, and brand alignment.
Conduct market research to identify industry trends, competitor activity, and customer preferences.
Assist in gathering and analyzing marketing campaign performance data.
Provide regular reports on marketing activities and outcomes.

Requirements

Bachelor’s Degree in Marketing, Business, or a related field.
3+ years of experience in marketing.
Experience within the financial services or advisor marketing space is an asset.
Experience with project management tools (Monday.com).
Experience with workflow automation tools, digital workflow design, and process optimization.
Knowledge of various marketing platforms and tools including CMS, SEO, SEM, digital advertising platforms, email marketing and lead nurturing platforms, social media management and analytics, content creation and creative design tools, customer journey mapping, and marketing attribution.
Proficiency with the MS Office suite (Word, Excel, PowerPoint, Teams, Outlook, Adobe Pro).
Demonstrate a high level of accountability, reliability, adaptability, and innovation.
Excellent attitude and commitment to providing extraordinary service.
Excellent attention to detail.
Exemplary interpersonal and influencing skills; ability to communicate effectively and work collaboratively across multiple mediums.
Excellent problem-solving skills.
Strong organizational and project management skills.
High tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
Strong critical thinking and written and verbal communication skills.
Ability to maintain the highest levels of confidentiality.
Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required.

Skills

Marketing process optimization
Workflow automation
Digital workflow design
Process optimization
Ticketing systems management
Project management tools (Monday.com)
Content Management Systems (CMS)
Search Engine Optimization (SEO)
Search Engine Marketing (SEM)
Digital advertising platforms
Email marketing
Lead nurturing platforms
Social media management
Social media analytics
Content creation
Creative design tools
Customer journey mapping
Marketing attribution
MS Office suite
Adobe Pro
Interpersonal skills
Influencing skills
Problem-solving
Organizational skills
Critical thinking
Written communication
Verbal communication

Location

Toronto

Work Type

Onsite

Experience Level

3+ years

Education Level

Bachelor’s Degree in Marketing, Business or a related field

Salary/Compensations

$65,000 - $75,000 annually

Benefits

Health insurance
Accident insurance
Life insurance
Other unique benefits per location
Discretionary bonuses
Perks and rewards

About the Company

Founded in 2017, Wellington-Altus Financial Inc. is one of Canada’s Top Growing Companies.
It 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.
Wellington-Altus Private Wealth is the top-rated investment dealer in Canada.
With over $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.