Remote Wealth Advisor — Grow Small Portfolios - Remote (Boucherville)

27 Oct

A leading investment firm

Boucherville

27 Oct

A leading investment firm

Boucherville

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.

📌 Remote Wealth Advisor — Grow Small Portfolios - Remote (Boucherville)
🏢 A leading investment firm
📍 Boucherville

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