Jobs in Canada

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Added 1 hour ago
KW
Sales Representative (Rogers & Fido)
Kinetic Wireless - Rogers Authorized Dealer
Maple Ridge, BC
- Full-time
We are seeking motivated, results-driven Sales Representatives to serve customers in-store while generating new business through outbound calls, referrals, networking, and community…
Added 1 hour ago
KW
Sales Representative (Rogers & Fido)
Kinetic Wireless - Rogers Authorized Dealer
Burnaby, BC
- Full-time
We are seeking motivated, results-driven Sales Representatives to serve customers in-store while generating new business through outbound calls, referrals, networking, and community…
Added 7 hours ago
NH
Home Manager - NH Calgary
Nisa Helpline
Calgary, AB
- Full-time
Act as the primary point of contact for on-location team members, providing leadership and oversight to ensure effective service delivery and team coordination.
Added 9 hours ago
Administrative Assistant - Wealth Management - Partner - WYW
Aviso Wealth
Waterloo, ON
…practice in Uptown Waterloo. This is an exciting opportunity for a detail-oriented professional who thrives in a collaborative, fast-paced environment and takes pride in delivering…
Added 9 hours ago
A
Administrative Assistant - Wealth Management - Partner - WYW
Aviso
Waterloo, ON
- Full-time
…practice in Uptown Waterloo. This is an exciting opportunity for a detail-oriented professional who thrives in a collaborative, fast-paced environment and takes pride in delivering…
Added 9 hours ago
Trust Lead
Clark Wilson
Vancouver, BC
As leaders in our markets, we continue to grow by fostering strong relationships, delivering exceptional service, and empowering our people to succeed. We are consistently recognized for…
Added 14 hours ago
NF
Home Manager - NH Calgary
Nisa Foundation
Canada
- Full-time
Act as the primary point of contact for on-location team members, providing leadership and oversight to ensure effective service delivery and team coordination.
Added 14 hours ago
Administrative Assistant-Wealth Management
Your Neighbourhood Credit Union
Waterloo, ON
…practice in Uptown Waterloo. This is an exciting opportunity for a detail-oriented professional who thrives in a collaborative, fast-paced environment and takes pride in delivering…
Added 2 days ago
Operations Administrative Support Officer
City of Vancouver
Vancouver, BC
…can help advance our core commitments to exceptional public service, sustainability, equity, and an outstanding quality of life for all…
Added 4 days ago
AS
Personal Banking Advisor
Alterna Savings
Toronto, ON · Scarborough, ON
- Full-time
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…
Added 8 days ago
Social Worker, CRESST
Fraser Health
Surrey, BC
…including managing money and taking medication regularly. Provides referrals for follow up care and services for clients as required, including providing referrals to other healthcare…
Added 8 days ago
Social Worker, CRESST
Fraser Health
Abbotsford, BC
…including managing money and taking medication regularly. Provides referrals for follow up care and services for clients as required, including providing referrals to other healthcare…
Added 8 days ago
FH
Social Worker, Home Health
Fraser Health
Abbotsford, BC
- Full-time
…clients and their caregivers through methods such as reviewing referrals together with the interdisciplinary team, conducting psychosocial assessments and providing recommendations,…
Added 8 days ago
FH
Client Services Assistant, Home Health - Community South Fraser
Fraser Health
White Rock, BC
- Full-time
Supports clinical staff in completing various contractual, financial and administrative aspects of client services; provides assistance to frail seniors and/or other adults with chronic…
Added 9 days ago
HI
Auto Mobile Advisor
HUB International
Kelowna, BC
- Full-time
…autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every…
Added 9 days ago
HI
Auto Mobile Associate
HUB International
Cranbrook, BC
- Full-time
Level 2 General Insurance License required
Added 9 days ago
HI
Auto Mobile Advisor
HUB International
Prince George, BC
- Full-time
…autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every…
Added 10 days ago
NA
Client Manager, Commercial Insurance
NFP, an Aon company (Canada)
Hamilton, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…
Added 10 days ago
TC
Abilities Management Specialist
The Corporation of The City of Victoria
Victoria, BC
- Other
Must have strong attention to detail ensuring accuracy in a fast paced, deadline orientated environment
Added 10 days ago
A
Cyber Security Analyst
AltaLink
Remote, Canada
- Full-time
- Remote
At AltaLink, people are at the heart of our success. We are a team committed to doing the right thing for each other and our customers. We foster an environment that is inclusive,…
Added 10 days ago
A
Cyber Security Analyst
AltaLink
Calgary, AB
- Full-time
At AltaLink, people are at the heart of our success. We are a team committed to doing the right thing for each other and our customers. We foster an environment that is inclusive,…
Added 10 days ago
NC
Client Manager, Commercial Insurance
NFP Corp
Hamilton, ON · London, ON · Oshawa, ON · Sudbury, ON · Timmins, ON · Windsor, ON
- Full-time
The Ontario Commercial Lines Division has an immediate need for an Account/Client Manager to interact with clients on a day-to-day basis while developing and maintaining relationships with…
Added 10 days ago
D
Sales Manager - Home Envelope Products
Dakwakada
Whitehorse, YT
- Full-time
…submissions, telephone calls, email inquiries, walk-in customers, referrals and digital marketing campaigns. The Sales Manager is responsible for ensuring these opportunities are handled…
Added 10 days ago
NW
Sales Manager
Northerm Windows & Doors
Vancouver, BC
- $90,000 to $100,000 CAD / year
- Full-time
…submissions, telephone calls, email inquiries, walk-in customers, referrals and digital marketing campaigns. The Sales Manager is responsible for ensuring these opportunities are handled…
Added 11 days ago
FH
Sexual Health and Blood Borne Infections Social Worker - Surrey
Fraser Health
Surrey, BC
- Part-time
In this role, you’ll provide intensive, client‑centered HIV case management for individuals with complex care needs; conducting collaborative assessments, developing and monitoring…

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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Work requirements

Jobs in Canada