Advisor Assistant

Company: Alterna Savings & Credit Union Ltd. 

Location: 319 McRae Ave, Ottawa, ON 

Job Type: Full time

Target Salary Range: $50,000 - $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 or...