About this role
Advisor Assistant at Alterna Savings and Credit Union Limited. Location: Ottawa, Ontario, Canada. Role: onboarding clients, gathering information, maintaining kyc Requirements: CSC and CPH required; IIROC license expected; 2+ years administrative/client service experience in wealth management; proficiency with Microsoft Office and CRM; knowledge of mutual funds and securities. Category: Finance Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Certifications: canadian securities course (csc), conduct & practices handbook course (cph), iiroc Commitment: Full Time Workplace: Onsite Languages: English