Drive investment success as a Wealth Banker at Alterna Savings in Scarborough, Ontario. This full time role focuses on financial advice, client acquisition, and wealth management strategies.

As a Wealth Banker, you will enhance the financial health of members by providing top-tier investment-oriented advice and actively growing your assigned portfolio. Proactively manage relationships with clients and collaborate with branch teams to cultivate introductions. Your expertise will elevate the branch's wealth management capabilities, ensuring excellent service for all members.

Key Responsibilities:
• Build partnerships with branch teams for member introductions
• Leverage resources for member engagement and marketing




• Manage portfolio using financial planning tools
• Establish regular member contacts to identify needs
• Assist members in consolidating financial assets

Requirements:
• Post-secondary education and 5 years of experience
• Completion of CSC or IFIC course
• At least 2 years of financial advisory experience
• Proven sales record and relationship-building skills
• Strong communication and interpersonal skills

Maximize member satisfaction and portfolio growth through exceptional service and financial expertise.
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📌 Wealth Banker at Alterna Savings (Ontario)
🏢 Alterna
📍 Ontario