26 Aug
|
Alterna Savings
|
Montreal
26 Aug
Alterna Savings
Montreal
Alterna Savings is seeking an Advisor Assistant in Ottawa to support the Wealth Management sales force. You will help prepare client meetings, manage documentation, and assist with campaigns to grow wealth offerings. The role requires KYC updates and familiarity with privacy regulations, with a focus on accuracy and timely client service. Ideal candidates have CSC/CPH certifications and 2–3 years of admin or client service experience in wealth management, plus proficiency with MS Office and CRM
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📌 Wealth Management Support Specialist (Montreal)
🏢 Alterna Savings
📍 Montreal