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Added 1 min ago
M
Senior Investment Consultant I
Mercer
Toronto, ON
- Other
This role will be based in Toronto and offers a hybrid work arrangement, requiring a minimum of three days per week in the office · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 15 mins ago
MA
Senior Investment Consultant I
Marsh Agency
Toronto, ON
- Full-time
This role will be based in Toronto and offers a hybrid work arrangement, requiring a minimum of three days per week in the office · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 15 mins ago
AC
Senior Manager, Private Enterprise
ACCA Careers
Calgary, AB
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 15 mins ago
AC
Manager, International Corporate Tax
ACCA Careers
Mississauga, ON
- Full-time
Working knowledge of transfer pricing tax concepts and tax efficiencies of cross-border flows
Added 15 mins ago
AC
Manager, Tax
ACCA Careers
Waterloo, ON
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 15 mins ago
L
Technical Sales Manager – Africa
Lallemand
Rivière-à-Pierre, QC · Rivière-à-à-Pierre, QC
- Full-time
Lallemand Biofuels & Distilled Spirits is looking for a Technical Sales Manager – South Africa to strengthen customer coverage and drive profitable growth across the African market,…
Added 15 mins ago
AC
Manager, Assurance & Accounting
ACCA Careers
Prince George, BC
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 15 mins ago
CB
Senior Merchandiser
Centric Brands
SK
- Full-time
Ensure satisfactory execution of all POs placed for the business stream to meet all commercial KPIs: OTD, lead time, etc.
Added 15 mins ago
T
Business Development Manager
Temu
Canada
- Full-time
Temu is seeking a highly motivated and experienced Business Development Manager to join our team. As a rapidly growing company, we are looking for talented individuals committed to helping…
Added 15 mins ago
JP
Senior Manager, Environmental Monitoring & Microbiology
Jubilant Pharma Limited
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Job Title: Senior Manager, Environmental Monitoring & Microbiology
Added 15 mins ago
JP
Specialist, Sourcing, R&D and New Product Introduction
Jubilant Pharma Limited
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Manager, Sourcing, this role is responsible for sourcing raw materials and finished goods in support of Research & Development (R&D) and New Product Introduction…
Added 15 mins ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
Mississauga, ON
- Full-time
Monitor shipment milestones and provide customers with meaningful visibility and updates that support their business objectives.
Added 15 mins ago
TI
RPA & Power Platform with BSA
Themesoft Inc.
Toronto, ON
- Contract
…and Power Apps. The ideal candidate will work closely with business and technology teams to translate business needs into scalable technology solutions, support automation applications, and…
Added 15 mins ago
K
Sea Logistics Customer Care Specialist
Kuehne+Nagel
Winnipeg, MB
- Full-time
Monitor shipment milestones and provide customers with meaningful visibility and updates that support their business objectives.
Added 15 mins ago
JP
Spécialiste, Affaires réglementaires / Regulatory Affairs Specialist
Jubilant Pharma Limited
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Ce poste est basé à Montréal et nécessite une présence sur site de quatre (4) jours par semaine · This position is based in Montreal and requires an on-site presence of four (4) days per week
Added 15 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 30 mins ago
AC
Manager, Tax
ACCA Careers
Hanover, ON
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 30 mins ago
AC
Manager, Assurance and Accounting
ACCA Careers
Wiarton, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving business and…
Added 30 mins ago
AC
Senior Manager, Tax
ACCA Careers
Hanover, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 45 mins ago
GO
Major Projects Manager
Government of Yukon
Whitehorse, YT
- Full-time
…and regulatory initiatives, it is not a professional Project Manager position and does not require Project Management Professional (PMP)…
Added 45 mins ago
GM
Bakery manager - retail
Grey Matlock Bakery
Mississauga, ON
- Full-time
Added 45 mins ago
F
Business Development Representative
Fiscal.ai
Remote, Canada
- $60,000 to $80,000 CAD / year
- Full-time
- Remote
Location: Toronto, Canada (3+ days per week in office)
Added 1 hour ago
M
Senior / Staff Product Manager - IoT Connected Devices
Motive
Vancouver, BC
- Full-time
As Senior / Staff Product Manager, Connected Devices (Equipment Monitoring), you will be the dedicated product leader for the entire in-field device surface of the Equipment Monitoring…
Added 1 hour ago
SH
Coordinator Food Services - NFS
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Must have experience with human resource management including job interviews, performance appraisal, scheduling and disciplining of staff
Added 1 hour ago
AF
Account Manager Foodservice - Alberta & Prairies
Arla Foods
Richmond, BC
- Full-time
As our Account Manager, Foodservice, you will develop and manage key account activity plans and the total customer relationship across Alberta and the Prairies. Working with national and…

Alterna Savings

Personal Banking Advisor

Toronto, ON, Canada
Scarborough, ON, M1P 5J1, Canada

Target Salary Range: $57,000 - $67,000 · Full-time

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

Job details

Pay: Target Salary Range: $57,000 - $67,000
Job type: Full-time
Posting language: English
Posted: Nov 9, 2026

Original job description

Company: Alterna Savings & Credit Union Ltd.

Location: 410 Progress Ave, Scarborough, ON

Job Type: Full-Time

Target Salary Range: $57,000 - $67,000

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.

Vacancy Status: This posting is for an existing vacancy

Scope of Position

The focus of this role is to contact and meet with members in an effort to understand and their overall banking needs and provide advice and guidance to help them reach their financial goals.

Contributes to meeting team sales plan and related activities through effective assessment of member financial needs. Provides product and service solutions (of medium to high complexity in both credit and investment) through effective interviewing and probing, delivering financial advice designed to satisfy the member’s total financial needs. Recognizes and acts on referrals and sales opportunities and maintains relationships with business partners to optimize business opportunities and referrals.

Key Responsibilities

Proactively promote/sell and deliver a full range of banking products and services to meet our member’s needs.
Meet sales targets by delivering products and services that puts the member’s needs first.
Source, receive, investigate, and analyze requests for products from a variety of sources, including individual accounts, commercial accounts, non-member/client business entities, Associations, Co-Operatives, Not-for-Profit organizations, direct and indirect competitors
Contribute to the growth and on-going maintenance of the business and community portfolio.
Use financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs
Establish regularly scheduled contacts with members/clients to establish relationships that will identify members' needs
Keeps files on member relationships that include member's financial goals and PBA plan of action to assist the member/client in meeting those goals
Liaison with Wealth Management and Small and Medium Enterprise (SME) representatives/team
Manage member portfolio jointly with other specialists in Alterna i.e. Wealth Management and/or SME
Provide financial advice using some financial planning tools (e.g. cash-flow and credit management)
Act as a mentor for less experienced staff under the guidance of the Branch Manager
Act as the branch centre of expertise on the use of financial calculators andcomplex credit solutions
Maintain strong relationships with alliance partners
Take referrals when deemed necessary based on the complexity of the members/client’s requests

QUALIFICATIONS

Education / Certification / Experience

Post secondary education combined with 5 years related experience in a financial institution or an equivalent combination of education and experience
A minimum 3 years credit experience including analysis and knowledge of underwriting
CFP or PFP designation or currently in progress
At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
Proven track record in sales

Knowledge / Skills

Extensive knowledge of processing/procedures of complex products including deposits, investments, loans and mortgages
Sound knowledge of various computer applications including Excel, Word etc
Very detailed knowledge and ability to demonstrate sales management techniques
Developed writing skills sufficient to communicate detailed factual information to members and various department or partners
Sound lending judgment
Excellent problem-solving skills to systematically identify analyze and resolve complex member issues/problems
Excellent interpersonal and communications skills

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking^® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

To learn more about Alterna Savings, please visit alterna.ca, X, Facebook, Instagram, or LinkedIn.

Working at Alterna

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.

We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

Apply on recruiting.ultipro.ca About employer

More about this job

Responsibilities

The Personal Banking Advisor is responsible for meeting with members to assess their financial needs and provide tailored advice on credit and investment products. They must proactively promote banking services, manage member portfolios, and contribute to team sales targets while maintaining strong relationships with business partners.

Requirements

Candidates must have post-secondary education combined with at least 5 years of experience in a financial institution, including 3 years of credit analysis and underwriting. A CFP or PFP designation is required or currently in progress, along with a proven track record in sales and financial advisory.

Skills

Financial advisory
Credit analysis
Sales management
Relationship building
Investment products
Loan underwriting
Financial planning
Cash-flow management
Problem-solving
Interpersonal skills
Communication skills
Excel
Word
Mentoring
Business development

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Credit Union
Financial Advisor
Wealth Management
SME
Underwriting
Investments
Loans
Mortgages
Financial Planning
Sales Targets
Relationship Management
Portfolio Management
CFP
PFP
Banking Products
Customer Service
Financial Analysis
Business Development
Mentorship

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