11 Aug
|
Alterna
|
Quebec City
11 Aug
Alterna
Quebec City
Alterna Ottawa is seeking an Advisor Assistant to provide day-to-day support to the Wealth Management sales force in the Investment Division. The role focuses on client meeting preparation, documentation, and campaigns to increase efficiency and revenue.
The incumbent will maintain KYC data, assist with client risk profiling, and help communicate investment options while ensuring compliance with industry regulations. A current IIROC license and privacy knowledge are required.
#J-18808-Ljbffr
📌 Wealth Management Support Specialist (Quebec City)
🏢 Alterna
📍 Quebec City