Job Details Description Company: Alterna Savings & Credit Union Ltd. Location: 319 McRae Ave, Ottawa, ON Job Type: Full time Target Salary Range: $53,000 - $60,000 The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process. Vacancy Status: This job posting is for an existing vacancy Scope of Position Under the direction of the Team Lead, Wealth Management Operations – Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in the Investment Division (Formally IIROC) platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and participating in campaigns or special projects in order to allow the Advisors the opportunity to maximize time efficiency and productivity to develop wealth creation strategies for clients and gain new business and revenue. The incumbent will be committed to some continuing education and keep current with related industry issues to better support the Advisors. The Advisor Assistant will hold a current IIROC license and must be familiar with Privacy laws and industry regulations and abide by the applicable rules and regulations at all times. Major Responsibilities Onboards new clients and maintains current client book of business ensuring accurate and up-to-date client records in the contact management system. Gathers information from Investment Advisor as needed to fulfill compliance requirements as well as client related requests. KYC Standards:



Plays a critical role in maintaining up-to-date client information, proactively managing “Know Your Client” (KYC) data updates, and ensuring all documentation complies with regulatory standards. Client Risk Profiling: Collaborates with Investment Advisor to review and document accurate client risk tolerance levels, investment objectives, and time horizons, ensuring suitability of investment recommendations. Investment Strategy: Assists in the identification and communication of suitable investment models based on client segmentation and investment goals, helping Advisors tailor portfolios that align with evolving market conditions and client needs. Investment Structure & Fees: Supports the Advisor in educating clients about the comparative advantages of various investment structures (e.G., fee-based vs. commission-based), contributing to profitability and turn rate within of book of business. Supports Investment Research and Client Education: Assists in conducting preliminary research on stocks, mutual funds, and ETFs to support Advisor recommendations, and helps articulate the rationale behind these options to clients in alignment with their financial goals, risk profiles, and time horizons. Business Growth: Reviews segmentation summaries of the client base and identifies revenue and referral opportunities and encourages efforts to have Alterna Savings members invest in wealth offering increasing member penetration. Advisor Support: Provides Advisors with accurate, timely information on market conditions and product options, helping them deliver well-informed recommendations and maintain client confidence for ongoing client meetings. Client Relationship Maintenance: Acts as a reliable point of contact for clients regarding

📌 Advisor Assistant (Ottawa)
🏢 Alterna Savings
📍 Ottawa