Job Type: Full time Vacancy Status: This posting is for an existing vacancy Occasional travel to assigned Branches may be required.

The Wealth

Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches.

The Wealth

Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs. Through proactive relationship management, the Wealth Banker retains and grows the wealth book through proactive contact, modular planning and annual reviews while working in conjunction with senior wealth team members to identify opportunities for more complex needs and referring based on the Wealth Segmentation model. Proactively build solid working partnerships with branch teams to facilitate introductions to existing members/clients ~ Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet members' investment needs ~ Assist members/clients consolidate their financial assets at the credit union. ~ Enhance the wealth management knowledge of branch partners to assist them in creating a financial planning experience that will meet their members/clients’ financial needs, which will in turn allow the branch partners to reach their individual sales and acquisition targets. ~ Keeps files on member relationships that include member's financial goals, notes, and compliance records and input into CRM ~ Credit and/or SME ~ Provides financial advice using PIP (Personal Investment Plan) financial planning tool ~ High member satisfaction among assigned book of business as measured by retention statistics, new sales growth goals, referrals to wealth advisors and transfer of High Value accounts to Investment Advisors.





Referrals to IA for complex investment portfolios CSC or IFIC course completed with ability to be licensed immediately At a minimum 2 years of financial advisory experience and demonstrated relationship building experience Good knowledge of products and services including credit Sound knowledge of various computer applications including Excel, Word etc Ability to demonstrate sales management techniques, identify needs and present solutions Developed writing skills sufficient to communicate detailed factual information to members and various departments or partners Ability to work under minimal supervision Some occasional travel to other assigned branches required.

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.

Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants

📌 Virtual Banker (Toronto)
🏢 Alterna Savings
📍 Toronto