02 Sep
|
Alterna Savings
|
Quebec City
02 Sep
Alterna Savings
Quebec City
Alterna Savings is seeking an Advisor Assistant to support the Wealth Management sales force in the Investment Division at our Ottawa location. You will assist in preparing client meetings, gathering documentation, and participating in campaigns or projects that drive efficiency and revenue for clients.
Under the Wealth Management Operations Team Lead, you will help maintain client records, support KYC and regulatory compliance, and assist Advisors with research, client communications, and
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📌 Wealth Management Assistant: Client Solutions & Compliance (Quebec City)
🏢 Alterna Savings
📍 Quebec City