Become an integral part of Alterna Savings as a full time Advisor Support Specialist. Help streamline advisor operations and enhance client engagement within the investment division.

This position involves working under the Team Lead in Wealth Management Operations, where you support advisors by preparing for client meetings and ensuring compliance in documentation. You will also play a vital role in KYC updates, risk profiling, and guiding clients through investment strategies. Ongoing education in industry updates will sharpen your capabilities.

Key Responsibilities:
• Assist in onboarding clients and managing records
• Support compliance data gathering and audits
• Conduct KYC data updates and maintenance
• Collaborate on client investment recommendations
• Respond to account inquiries and complaints

Requirements:
• Post-secondary degree or diploma desired
• Completion of Canadian Securities Course (CSC) and CPH
• 2-3 years of experience in client services
• Proficiency in Office Suite and CRM tools
• Basic understanding of investments and mutual funds

Leverage your expertise to boost advisor efficiency and foster strong client relationships at Alterna.
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📌 Advisor Support Specialist at Alterna (Quebec City)
🏢 Alterna Savings
📍 Quebec City