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 in Moncton employer: Alterna Savings
Alterna Savings is an exceptional employer that prioritizes the financial wellbeing of its employees while fostering a collaborative and respectful work culture. With a commitment to employee growth, Alterna offers comprehensive training and development opportunities, ensuring that team members can thrive in their roles as Member Service Specialists. Located in Ontario, Alterna not only provides competitive compensation but also a supportive environment that has earned it recognition as one of the National Capital Region's Top Employers for nine consecutive years.
