Deliver virtual investment advice from Toronto using phone, video, email, and digital channels in Alterna’s hybrid Wealth Desk. Manage member relationships.

The Virtual Advisor, Wealth Desk manages smaller, less complex investment relationships, generally under $100,000 in investable assets. You will provide portfolio reviews, account maintenance support, and member service aligned with goals and circumstances. The position also supports retention, referrals, consolidation opportunities, and compliance standards.

Key Responsibilities:

- Manage assigned investment relationships generally under $100,000
- Deliver advice through phone, video, email, and digital channels
- Complete portfolio reviews and follow-up activities




- Identify consolidation and additional investment opportunities
- Refer complex needs to appropriate Wealth professionals

Requirements:

- Post-secondary education in business, finance, commerce, or economics
- Mutual fund licensing through IFIC, CIFC, or CSC
- One to two years’ financial services or advisory experience
- Knowledge of investment products and suitability requirements
- Robust communication, organization, and member service skills

Apply virtual advice, portfolio reviews, relationship management, and compliance knowledge as an Alterna Wealth Desk Advisor.

📌 Virtual Wealth Advisor Toronto
🏢 Alterna Savings
📍 Toronto