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 introductionsLeverage resources for member engagement and marketingManage portfolio using financial planning toolsEstablish regular member contacts to identify needsAssist members in consolidating financial assetsRequirements:Post-secondary education and 5 years of experienceCompletion of CSC or IFIC courseAt least 2 years of financial advisory experienceProven sales record and relationship-building skillsStrong communication and interpersonal skillsMaximize member satisfaction and portfolio growth through exceptional service and financial expertise.

📌 Wealth Banker At Alterna Savings (Toronto)
🏢 Alterna
📍 Toronto