Become an integral part of the Wealth Management team at Alterna as an Advisor Assistant. This full time role provides essential support, including client interaction and strategic planning assistance.

You will directly support the Wealth Management Advisors by onboarding clients, managing compliance and KYC data, and researching investment options that align with client needs. Your contributions will enhance efficiency and promote business growth while maintaining compliance with industry regulations.

Key Responsibilities:
• Onboard clients and manage their records accurately
• Assist in gathering requested compliance materials
• Maintain up-to-date KYC data and client profiles
• Collaborate on investment strategies and risk assessment




• Track client inquiries and address service-related issues

Requirements:
• 2-3 years of experience in client service or administration
• Completed Canadian Securities Course and CPH Course
• Proficient with Microsoft Office Suite and document management
• Basic understanding of investment vehicles and market dynamics
• Post-secondary education in a related field is an asset

Utilize your skills to support Advisors at Alterna, enhancing client experiences and facilitating wealth management initiatives.
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📌 Wealth Management Advisor Assistant Role (Quebec City)
🏢 Alterna
📍 Quebec City