22 Oct
|
Alterna Savings
|
Vancouver
22 Oct
Alterna Savings
Vancouver
Vacancy Status: This is an existing position
Target Salary Range: 50,000-65,000
The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.
Scope of Position
The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of member relationships primarily consisting of households with less complex investment needs and investable assets generally under $100,000. Through phone, video, email, and other digital channels, the Virtual Advisor delivers investment advice, portfolio reviews,
📌 Virtual Advisor, Wealth Desk (Vancouver)
🏢 Alterna Savings
📍 Vancouver