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Financial Services

Wealth Management Assistant - Client Support & Compliance

Job in Ottawa, Ontario, Canada
Listing for: Alterna Savings
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 50000 - 60000 CAD Yearly CAD 50000.00 60000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Ottawa is seeking an Advisor Assistant to support the Wealth Management sales team. The role involves onboarding new clients, maintaining client records, and assisting Advisors with investment strategies. Candidates should have experience in client service and hold a completion of the Canadian Securities Course. This position is full-time, offering a salary range of $50,000 - $60,000, with opportunities for professional growth in a collaborative environment.
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