Director, Wealth Management Director, Wealth Management The Director is responsible for effective and effective operations of the Wealth Management department and for providing leadership to the advisor, compliance and operations support teams. You will encourage a culture of collaboration between wealth management and our dealer (Aviso), act as an escalation point for service items and support the strategic direction to increase our wealth share of wallet. Provides leadership and manages the day-to-day operations of the advisory support team; develops, coaches, sets individual goals and objectives, evaluates performance, and provides frequent feedback In conjunction with the VP, Wealth Management, leads and implements initiatives that support the credit union’s strategy and wealth management objectives

Acts as a resource to all licensed representatives through individual information sessions and demonstrations on the features, benefits, and procedures associated with investment products and processes, conducts follow-up as required to ensure understanding

Assist in the retention, training, on-boarding, and recruitment of top talent

Coordinates Aviso training sessions with the Region, ensuring effective stakeholder communication and alignment with other priorities within Alterna are considered

Identifies knowledge and training gaps; recommends and implements training initiatives to ensure staff are proficient with regulatory and administrative standards

Establishes, manages, and maintains awareness of the organization in the local community and among professional networking groups

Provides leadership to enhance the employee experience and create a performance-driven culture; recommends and provides where necessary, appropriate coaching and remedial action.

Build a culture of collaboration within the Wealth team, as well as with the retail branches and Mortgage Advisor team so that members financial goals are met and member experience exceeds expectations





Lead by example as an Alterna champion and show your team how to develop relationships with centres of influence in the community and maintain existing relationships to develop a large referral network

Oversee and support IIROC/Wealth Advisors with member complaints, and escalate when necessary

Ensures that training and professional development needs are identified, recommends how they can be met and monitor progress.

Review statistical data regarding productivity levels, make recommendations and take action where appropriate. Provide regular reports to senior management

Facilitate the effective implementation and adoption of new technologies.

Identify, recommend, and implement opportunities for continuous improvement relative to processes, procedures and overall operations

Foster a member centric sales and service culture through building partnerships within Retail and across Alterna.

Conduct performance evaluations of direct reports and provide effective suggestions, positive as well as constructive feedback on staff performance. Undertakes special projects, as required.

Ensure adherence to all regulatory compliance requirements as well as all policies and procedures of Alterna.

Post-Secondary education in a related discipline, ideally at the University level, typically in Business Administration, Economics, Applied Geography, Accounting or Finance.

Minimum 7 years of experience in a similar role in a financial institution, with sales management and financial advisory experience, with a significant focus on wealth management

Demonstrated track record in leadership, sales and relationship building

Alterna Savings and Credit Union Limited (Alterna)



has delivered 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.

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

ca, X, Facebook, Instagram, or LinkedIn.

We are incredibly proud of our corporate culture, embodying our core values: 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 and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

Employment type Full-time

Job function Finance, Management, and Strategy/Planning

Industries Financial Services, Investment Banking, and Banking

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