Banking Advisor

The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs.

Through proactive relationship management, the Wealth Banker retains and grows the wealth book through proactive contact, modular planning and annual reviews while working in conjunction with senior wealth team members to identify opportunities for more complex needs and referring based on the Wealth Segmentation model.

Proactively build solid working partnerships with branch teams to facilitate introductions to existing members/clients

Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet members' investment needs

Assist members/clients consolidate their financial assets at the credit union.

Enhance the wealth management knowledge of branch partners to assist them in creating a financial planning experience that will meet their members/clients' financial needs, which will in turn allow the branch partners to reach their individual sales and acquisition targets.

Keeps files on member relationships that include member's financial goals, notes, and compliance records and input into CRM

Credit and/or SME

Provides financial advice using PIP (Personal Investment Plan) financial planning tool

High member satisfaction among assigned book of business as measured by retention statistics, new sales growth goals, referrals to wealth advisors and transfer of High Value accounts to Investment Advisors.

Referrals to IA for complex investment portfolios

CSC or IFIC course completed with ability to be licensed immediately

At a minimum 2 years of financial advisory experience and demonstrated relationship building experience

Good knowledge of products and services including credit

Sound knowledge of various computer applications including Excel, Word etc

Ability to demonstrate sales management techniques, identify needs and present solutions

Developed writing skills sufficient to communicate detailed factual information to members and various departments or partners

Ability to work under minimal supervision

Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking™ for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

We are incredibly proud of our corporate culture of Integrity, Respect and Collaboration, where everyone works together towards a common goal; the financial wellbeing of our employees, members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

~ Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.