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Added 8 mins ago
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Digital Manager
Stantec
Edmonton, AB
- Full-time
The Digital Marketing Manager Operations sets the strategy, roadmap, governance, and operating model for the data, CRM, technology, website, and operational capabilities that underpin…
Added 8 mins ago
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Commercial Services Senior Specialist
Enbridge
Calgary, AB
- Full-time
…initiatives involving customer service, commercial processes, outage management, and operational performance; establish clear actions and accountability for follow-through, and escalate…
Added 8 mins ago
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Bid Lead, Engineering and Field Services
AtkinsRéalis
Mississauga, ON
- Full-time
Reporting to the Bid Manager - Engineering and Field Services, the Bid Lead is responsible for preparing proposals on behalf of the Nuclear Canada Business Unit. In this capacity, the Bid…
Added 8 mins ago
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Associate Store Manager - Halifax
Knix
Halifax, NS
- Full-time
KPI Management: Partner with the Store Manager to analyze business trends. Take ownership of specific KPIs (e.g., Conversion, UPT), creating action plans to influence them and pivoting…
Added 8 mins ago
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Senior Project Coordinator
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- Full-time
The Senior Project Coordinator, working independently or with minimal guidance, provides technical and/or management support for construction projects, including safety and quality control,…
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AB
- Full-time
…Edmonton region and reporting directly to the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as…
Added 8 mins ago
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Field Marketing Coordinator - Saskatoon
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- Full-time
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Field Marketing Coordinator Intern - Calgary
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- Full-time
…Calgary region and reporting directly to the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as…
Added 8 mins ago
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Field Marketing Coordinator Intern - Winnipeg
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Winnipeg, MB · ON
- Full-time
…Winnipeg region and reporting directly to the Field Marketing Manager. The FMC Intern is a dedicated service support representative with responsibility for big box retail stores, such as…
Added 8 mins ago
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Global Compensation Manager
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
…and long-term organizational objectives. The Total Rewards Manager will combine strong compensation expertise with analytical depth, sound judgment, and effective stakeholder partnership.…
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store manager, Saint John, NB
Starbucks
Saint John, NB
- $59,400 to $78,450 CAD / year
3 years retail / customer service management experience
Added 23 mins ago
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(CAN) Total Loss & Compliance Assistant Manager
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Saskatoon, SK
- Full-time
Creates, with the balance of the Management Team, operational plans; prioritizes, delegates and provides clear direction to Managers and Associates. Ensures optimal store conditions through…
Added 23 mins ago
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(CAN) Health and Beauty Team Associate
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- Full-time
Resolves customer issues and refers concerns to management where appropriate.
Added 23 mins ago
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Food Assistant Manager
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Creates, with the balance of the Management Team, operational plans; prioritizes, delegates and provides clear direction to Managers and Associates. Ensures optimal store conditions through…
Added 23 mins ago
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Territory Manager - Healthcare
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Added 23 mins ago
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(CAN) Leader de nuit
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Assists in providing direction and coordinating overnight stocking activities based on communicated priorities from the Overnight Assistant Manager and the daytime management team.
Added 23 mins ago
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Under the guidance of the Ticketing Manager, oversee administration of the ticketing point of sale system including product configuration, user review, user creation, permissions, access…
Added 23 mins ago
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(CAN) Overnight Assistant Manager
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Dartmouth, NS
- Full-time
Creates, with the balance of the Management Team, operational plans; prioritizes, delegates and provides clear direction to Managers and Associates. Ensures optimal store conditions through…
Added 23 mins ago
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Pharmacy Assistant
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- Full-time
Assisting with OTC Operations and ordering, stocking, cashier duties as assigned by OTC Manager and/or Pharmacist.
Added 23 mins ago
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Senior Engineering Manager, Identity Platform
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- $170,000 to $220,000 CAD / year
- Full-time
We’re hiring a Senior Engineering Manager to lead the development and modernization of KaseyaOne, the identity platform supporting authentication and access management across Kaseya's…
Added 23 mins ago
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Positive Wellness Program Support Worker- Casual Call
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Added 23 mins ago
Operations Specialist 1
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Reporting to the Regional Operations Manager, and based out of any of our Ontario locations (Windsor, Chatham, London, and Sarnia), the Regional Operations Specialist supports branch…
Added 23 mins ago
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Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with…
Added 23 mins ago
Manager, Engineering (Long Term Grid Planning)
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Added 23 mins ago
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Gestionnaire Comptable – Développement
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- Full-time

Alterna Savings

Personal Banking Advisor

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

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

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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.

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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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