03 Oct
|
Alterna Savings
|
Calgary
03 Oct
Alterna Savings
Calgary
Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone, video and digital channels.
This role supports growth by servicing existing members, converting referrals, and coordinating with Wealth Bankers and Advisors.
📌 Remote Wealth Advisor — Grow Small Portfolios (Calgary)
🏢 Alterna Savings
📍 Calgary