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 Toronto
🏢 Alterna Savings
📍 Toronto
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