Wealth Management Assistant: Client Solutions & Compliance (Montreal)

Wealth Management Assistant: Client Solutions & Compliance (Montreal)

03 Sep
|
Alterna Savings
|
Montreal

03 Sep

Alterna Savings

Montreal

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

#J-18808-Ljbffr

📌 Wealth Management Assistant: Client Solutions & Compliance (Montreal)
🏢 Alterna Savings
📍 Montreal

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Commercial HVAC Technician (Greater Sudbury)

Commercial HVAC Technician (Greater Sudbury)

03 Sep
|
Recognized
|
Greater Sudbury
  • 03 Sep
  • Recognized
  • Greater Sudbury

Commercial HVAC Technician Pay: $36.00 - $44.00 per hour Part time or Full-time About the Role We are currently hiring for a Commercial HVAC Technician position for individuals who are dependab [...]

Barber / Stylist (Airdrie)

Barber / Stylist (Airdrie)

03 Sep
|
Important Business
|
Airdrie
  • 03 Sep
  • Important Business
  • Airdrie

Description Exciting Opportunity: Join our Team at Tommy Gun's Airdrie! Position: Licensed, Experienced, and Apprentice Barber or Hairstylist Work Term: Part-time and Full-time Location: Sierra [...]

Subscribe to this job alert:

Get the latest job offers by email for: wealth management assistant: client solutions & compliance (montreal) / montreal

Customer Service & Administrative Office Assistant (Kitchener)

Customer Service & Administrative Office Assistant (Kitchener)

03 Sep
|
Recognized
|
Kitchener
  • 03 Sep
  • Recognized
  • Kitchener

Customer Service & Administrative Office Assistant Pay: $30.00 to $38.00 per hour Schedule: Part Time or Full Time Location: Remote About the Role We are currently seeking organized and depend [...]

Immigration Lawyer - Business Specialist (Toronto)

Immigration Lawyer - Business Specialist (Toronto)

03 Sep
|
Leading
|
Toronto
  • 03 Sep
  • Leading
  • Toronto

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D [...]

Subscribe to this job alert:

Get the latest job offers by email for: wealth management assistant: client solutions & compliance (montreal) / montreal