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Added 3 hours ago
FT
Academic Advisor - CAF - Fanshawe, Base Borden
Fanshawe Toronto@ILAC
Borden, ON
- Full-time
Reporting to the Operations Manager, CAF – Fanshawe, the Academic Advisor (AA) supports the academic lifecycle of students by offering academic and personal advising to students grounded in…
Added 10 hours ago
IS
Wealth Services Assistant
Island Savings
Victoria, BC
- $49,100 to $66,000 CAD / year
- Full-time
Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been…
Added 10 hours ago
Manager Integrated Planning
Evolution Mining Limited
Red Lake, ON
…opportunities and a bright future. With three underground mines and two processing plants all within the one site, Red Lake is one of the highest-grade gold deposits in Canada. The…
Added 15 hours ago
Wealth Services Assistant
First West
Victoria, BC
Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been…
Added 16 hours ago
FC
Academic Advisor
Fanshawe College
Borden, ON
- Full-time
Reporting to the Operations Manager, CAF – Fanshawe, the Academic Advisor (AA) supports the academic lifecycle of students by offering academic and personal advising to students grounded in…
Added 1 day ago
CU
Student Info Services Offficer
Capilano University
North Vancouver, BC
- Full-time
…preparing files, assessing and compiling information, word processing, data entry, document filing, and scanning. An incumbent in this position reports to the Associate Registrar of the…
Added 1 day ago
AS
Personal Banking Advisor
Alterna Savings
Toronto, ON · Scarborough, ON
- Full-time
Act as the branch centre of expertise on the use of financial calculators andcomplex credit solutions
Added 1 day ago
UO
Finance Service Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 1 day ago
CA
Senior Premium Administrator
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- Full-time
Work Model: Hybrid (2 days in office)
Added 4 days ago
Scheduler
Pembina Pipeline Corporation
Calgary, AB
…produced primarily in Western Canada. We also own gathering and processing facilities and an oil and natural gas liquids infrastructure and logistics business. Our operations along the…
Added 4 days ago
PP
Scheduler
Pembina Pipeline Corporation
Calgary, AB
- Full-time
…produced primarily in Western Canada. We also own gathering and processing facilities and an oil and natural gas liquids infrastructure and logistics business. Our operations along the…
Added 4 days ago
MC
Senior Small Business Advisor
Meridian Credit Union
Barrie, ON
- $68,800 to $100,000 CAD / year
- Full-time
…business development, retention of Members and referrals. The Advisor will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while…
Added 4 days ago
A
Customer Care Advisor - Insurance
Altis
Toronto, ON · North York, ON
- Full-time
We are seeking a dynamic Customer Care Advisor with an active LLQP license in good standing to join our team. In this role, you will establish and nurture meaningful client relationships,…
Added 5 days ago
CO
CASUAL Accessibility Assistant (To Garner Applications)
College of New Caledonia
Prince George, BC
- Full-time
Reporting to the Director of Learning Commons & Academic Success Centre (or other designated Manager) and in close collaboration with the Accessibility Advisor, the Accessibility Assistant…
Added 5 days ago
D
Personal Finance Advisor
Desjardins
Montreal, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 days ago
GF
Customer Care Advisor (LLQP)
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- Full-time
Licensing: LLQP certification required (minimum Ontario; additional jurisdictions considered an asset) · Hybrid role – 3 days in office and 2 days work-from-home (following successful transition)
Added 6 days ago
B
BUSINESS ADVISOR, ARTIFICIAL INTELLIGENCE, Advisory Services - Calgary
BDC
Calgary, AB
- Full-time
…employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian…
Added 7 days ago
C
Senior Premium Administrator
Co-operators
Regina, SK
- Full-time
Work Model: Hybrid (2 days in office)
Added 10 days ago
IF
Conseiller(ère) au service à la clientèle |Québec
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
Horaire : Quart de soir, du lundi au vendredi
Added 11 days ago
HC
International Customer Service Advisor - RPT
Humber College
Toronto, ON
- Internship
Incumbent must have very strong analytical and communication skills along with knowledge of the college setting
Added 11 days ago
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Sr.Consultant(e) en sémantique des données de santé/Senior Advisor Health Data Semantics
IQVIA
Montreal, QC
- Full-time
Au sein d’IQVIA, le Centre de sémantique des données de santé offre des services-conseils et des solutions technologiques qui aident les clients à exploiter pleinement la valeur de leurs…
Added 13 days ago
FH
Pharmacy Technician - Squamish General Hospital
Fraser Health
North Vancouver, BC
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This position is for our Downtown Eastside group of pharmacies – Crosstown Clinic, Downtown Community Health Centre and Hope to Health Centre.”
Added 13 days ago
FG
Laline - Seasonal Sales Associate (Seasonal Beauty Advisor) - Scarborough Town Centre
Fox Group Canada Inc.
Toronto, ON · Scarborough, Ontario
- Part-time
As a Seasonal Beauty Advisor / Seasonal Sales Associate, you will join our team during one of the busiest and most exciting times of the year. Reporting to the Store Manager, you will…
Added 13 days ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
Multiple ways to bank - online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch - DUCA is accessible 24/7
Added 14 days ago
CC
Financial Aid Advisor
Conestoga College
Kitchener, ON
- Full-time
The Financial Aid Advisor supports students by providing expert guidance on the Ontario Student Assistance Program (OSAP) and other funding sources. This role involves processing financial…

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

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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.

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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