Client Service Associate
Stephane Morghese has been working at Alterna Savings as a "Personal Banking Officer" since 2018. He started in 2018 as a teller and moved up in roles after finishing school in April 2020 with an Advanced Diploma in Business Administration - Finance from Algonquin College.
As part of the program, he completed the 4 courses CIFP "core curriculum" courses; Retirement Planning, Income Tax Planning, Strategic Investment Planning and Risk Management and Estate Planning. He also completed the CSC certification in September 2020.
Over his 4+ years with Alterna he did almost every branch task including but not limited to; mutual fund and GIC investments, mortgage refinances and HELOCs and spent a lot of time teaching the basics of registered products and government programs and helped clients incorporate them into their financial/retirement plans based on income, life stage, etc.
He was also the branch business account manager, the deceased accounts manager (until early 2022) and acted as manager when necessary.
He will join Wealth Strategies as a Client Service Associate, at first in a learning capacity as he sees how we create and follow plans through the Wealth Strategies’ system.
Once up and running he will be part of the team to help out with existing client servicing as well as taking on certain new client referrals once licensed.