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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Organize and facilitate key Scrum ceremonies, including Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives.
Added 4 mins ago
WC
*MUST HAVE VALID SECURITY LICENSE (CAN) Asset Protection Associate
Walmart Canada
Vaughan, ON
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…
Added 4 mins ago
WC
(CAN) Leader de nuit
Walmart Canada
Alma, QC
- Full-time
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Added 4 mins ago
FC
Engineering Specialist V
FedEx Canada
Brampton, ON
- Full-time
Determines Capacity Planning to ensure full use of facilities.
Added 5 mins ago
NP
Ticketing Administrator
Niagara Parks Commission
Niagara Falls, ON
- Full-time
Under the direct supervision of the Ticketing Manager and within established policies, procedures and guidelines, the Ticketing Administrator, working under the guidance of the Ticketing…
Added 5 mins ago
MS
Senior Project Manager
MacDonald Search Group
Richmond Hill, ON
- $80,000 to $100,000 CAD / year
- Full-time
Company is seeking a hands-on Senior Project Manager to lead multiple concurrent healthcare equipment and installation projects from initial planning and implementation through execution,…
Added 5 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 5 mins ago
HF
Fund Development Manager
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Dartmouth, NS
- Full-time
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Added 5 mins ago
ZA
Experienced Lease Manager - Martin Grove Volkswagen (26270)
Zanchin Automotive Group
Vaughan, ON
- Full-time
Experienced Lease Manager Career And Employment Opportunity Awaits You.
Added 5 mins ago
CC
Learning Strategist, Community Integration Through Co-operative Education
Conestoga College
Kitchener, ON
- Full-time
Work with the Manager and CICE team to assist with program promotion, admissions, interviews, student orientation, alumni activities and information sessions
Added 5 mins ago
TE
Account Manager - Calgary MOD
TK Elevator
Calgary, AB
- Full-time
Support Capital Planning: Help customers develop long-term modernization plans for aging elevator equipment.
Added 5 mins ago
MS
Planning Manager
MacDonald Search Group
Mississauga, ON
- $90,000 to $120,000 CAD / year
- Full-time
Planning Manager (Demand, Supply & Production)
Added 5 mins ago
ME
Project Manager – Infrastructure L2
Morson Edge
Burnaby, BC
- $70 to $90 CAD / hour
- Contract
…responsible for leading multidisciplinary teams through the planning, execution, monitoring, and completion of infrastructure and construction projects, ensuring delivery safely, on…
Added 5 mins ago
BS
CLBC Organizational Design Consultant
Bridge Strategies (former KasaHR)
Vancouver, BC
- Full-time
Reporting to the Manager, Organizational Design, Compensation & People Analytics, this role partners with People Leaders and People Services Client Partners to translate organizational…
Added 5 mins ago
H
Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Melville, SK
- Full-time
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Nurse A - Registered Nurse Registered Psych Nurse
HealthCareersInSask.ca
Nokomis, SK
Job Description: Under the direction of the Manager of Nursing, the RN will be responsible for the assessment, planning, implementation and evaluation of patient care.
Added 5 mins ago
UO
Senior Manager, Operations, Animal Care and Veterinary Service
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
The Senior Manager leads managers and supervisors responsible for the operational delivery of animal care and research support services across the University's animal care facilities. The…
Added 5 mins ago
Manager, Investments - Tangerine
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ON · Toronto, ON
The Manager of Tangerine Investments reports directly to the Director, Investment & Deposit Front Line Sales and will lead a team of Investment Fund Associates. The Manager is responsible…
Added 5 mins ago
Branch Manager Blairmore Centre Branch, Saskatoon SK
Scotiabank
Saskatoon, SK
After an amazing career with Scotiabank, our Branch Manager is retiring! We would love to connect if you are ready for the next step in your career!
Added 5 mins ago
UO
Research Assistant and Technician I
University of British Columbia
Kelowna, BC · UBCO | Arts Building (ART)
- Full-time
This position will be supervised by the WWEST Program Manager, Rebecca McCullough, and the Chair for Women in Science and Engineering BC/Yukon, Dr. Jennifer Jakobi.
Added 5 mins ago
UO
Research Assistant and Technician I
University of British Columbia
Kelowna, BC · UBCO | Arts Building (ART)
- $27.69 to $31.75 CAD / hour
- Full-time
This position will be supervised by the WWEST Program Manager, Rebecca McCullough, and the Chair for Women in Science and Engineering BC/Yukon, Dr. Jennifer Jakobi.
Added 5 mins ago
UO
Research Assistant and Technician I
University of British Columbia
Kelowna, BC · UBCO | Arts Building (ART)
- Full-time
This position will be supervised by the WWEST Program Manager, Rebecca McCullough, and the Chair for Women in Science and Engineering BC/Yukon, Dr. Jennifer Jakobi.
Added 5 mins ago
Manager, Engineering (Long Term Grid Planning)
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General Duty Nurse (N2) - Acute Stroke Unit - Repost
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Added 5 mins ago
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Gestionnaire Comptable – Développement
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Added 5 mins ago
VF
Assistant Manager, Sanitation
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- $75,000 to $85,000 CAD / year
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…the quality our customers expect. As our Assistant Sanitation Manager, you’ll play an important role in making that happen. Working alongside the Sanitation Manager, you’ll lead and develop…

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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