Elevate your career with Alterna Savings as a full time Wealth Management Assistant. Provide essential support to advisors while managing client relationships and compliance within the investment division.
As a key member of the Wealth Management Operations team, you will assist in preparing client meetings and handling transaction documentation. Your expertise will support advisors in maximizing productivity while embracing continuing education on industry issues. This role emphasizes compliance, risk profiling, and investment strategies tailored to client needs.
Key Responsibilities:
• Onboard and maintain accurate client records
• Gather compliance data and client requests
• Update Know Your Client (KYC) information




• Collaborate on investment strategies and risk assessments
• Educate clients on investment structures and benefits
Requirements:
• Post-secondary degree/diploma preferred
• Completion of Canadian Securities Course (CSC) required
• Minimum 2-3 years client service experience
• Proficient in Microsoft Office and CRM systems
• Strong knowledge of the mutual funds and securities market
Support wealth creation strategies and enhance client relationships with your expertise at Alterna.
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📌 Wealth Management Assistant at Alterna (Ottawa)
🏢 Alterna Savings
📍 Ottawa