Remote Wealth Advisor — Grow Small Portfolios (Ottawa)

Remote Wealth Advisor — Grow Small Portfolios (Ottawa)

03 Oct
|
Alterna Savings
|
Ottawa

03 Oct

Alterna Savings

Ottawa

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.


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📌 Remote Wealth Advisor — Grow Small Portfolios (Ottawa)
🏢 Alterna Savings
📍 Ottawa

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