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Added 4 mins ago
Associate Director OR Senior Manager - Data Strategy & Data-Enabled Solutions - Vancouver
EY
Vancouver, BC
EY’s Canada Tax & Law Technology Group (CTTG) is seeking an experienced Associate Director / Senior Manager, Data Strategy & Data-Enabled Solutions to help define and scale our data…
Added 4 mins ago
Technology Engineer Development Ops (DevOps)
Purolator
ON · Mississauga, ON
Added 5 mins ago
F
Head of Sales, West Coast (Vancouver)
Fresha
Vancouver, BC
- Other
Added 5 mins ago
M&
Entry-Level Commercial Real Estate Agent
Marcus & Millichap
Vancouver, BC
- Full-time
Structured, industry-leading training and mentorship so you learn directly from successful senior agents and managers
Added 5 mins ago
VB
Senior Financial Accountant
Vaco by Highspring
Markham, ON
- $90,000 to $95,000 CAD / year
- Full-time
Our client is an investment company. They are looking for a Senior Financial Accountant who will be responsible for supporting the food division of the company, taking ownership of hands-on…
Added 5 mins ago
F
Senior Property Manager
Fitzrovia
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
The Senior Property Manager leads one or more buildings within a Fitzrovia rental community, which may include a mix of Class-A and vintage-style properties as well as residential and…
Added 20 mins ago
OR
Accounts Payable Specialist
OSL Retail Services Inc
Mississauga, ON
- Other
We are seeking an Accounts Payable Specialist. Reporting to Senior Financial Analyst, our ideal candidate is responsible for executing day-to-day accounts payable operations in a fast-paced…
Added 20 mins ago
OR
Senior Specialist Inventory Management
OSL Retail Services Inc
Mississauga, ON
- Other
We are seeking a Senior Specialist, Inventory Management. Reporting to the Senior Manager Operations & Planning, our ideal candidate is responsible for inventory planning and health for…
Added 20 mins ago
AS
Personal Banking Officer
Alterna Savings
Toronto, ON
- Full-time
…banking needs, consolidate share of wallet and refer to more senior bankers. Sales are driven by appointments generated from the pro-active calling and up selling of referrals that have…
Added 20 mins ago
W
Software Engineer, Backend
WorkWhile
Remote, Canada
- Full-time
- Remote
We’re a small and mighty team with senior engineers from Rippling, Stripe, DoorDash, Faire among others
Added 20 mins ago
IA
Senior Creative Lead / Head of Creative
inBeat Agency
Remote, Canada
- Full-time
- Remote
We're looking for a Senior Creative Lead / Head of Creative to own creative quality at Creative Milkshake, from brief to final ad. You'll be the golden thread across Creative Strategy,…
Added 20 mins ago
Software Development Engineer, ElastiCache
Amazon
Vancouver, BC
…Valkey community. As a team, we believe in growing together - senior engineers are directly involved in mentoring and developing engineers at all levels, and we take pride in building a…
Added 20 mins ago
AI
Senior Full-Stack .NET Developer & Production Support
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Regina, SK
- Full-time
Added 20 mins ago
AI
Senior Enterprise AI Solutions Lead
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Regina, SK
- Full-time
Added 20 mins ago
GL
Lead Process Engineer
Gay Lea Foods
Hamilton, ON
- Full-time
…project milestones. Communicates progress effectively with senior stakeholders; excels at mitigating project…
Added 20 mins ago
SA
Sales Operations Lead
Software Analyst Cyber Research
Toronto, ON
- Full-time
This role reports to the Senior Director, Client Operations, and works closely with the Founder and CEO, research, and finance.
Added 20 mins ago
TC
Senior IFRS17 Data Engineer
Tata Consultancy Services
Mississauga, ON
- $90,000 to $110,000 CAD / year
- Full-time
We are looking for a Senior IFRS17 Data Engineer with strong experience in IFRS17, insurance data, data analysis, and data engineering. The successful candidate will have hands-on expertise…
Added 35 mins ago
Manager, Canadian Tax Reporting
Questrade Financial Group
Toronto, ON
Work-life balance in a hybrid environment with at least 3 days in office
Added 35 mins ago
Manager, Financial Planning & Analysis
CAA Niagara Talent Management Team
Thorold, ON
Provide ad hoc financial analysis to support Senior Leadership Team and Board-level decision-making.
Added 35 mins ago
DW
Digital Fundraising Manager
Doctors Without Borders / Médecins Sans Frontières (MSF) Canada
Montreal, QC · Toronto, ON
- Full-time
…Canada’s Communications Department and will work closely with the Senior Manager Integrated Campaigns to support strategic fundraising goals. They will also directly manage the Digital…
Added 35 mins ago
AM
Technical Program Manager - Windows Software Platform Group (1 Year Temporary Contract)
Advanced Micro Devices, Inc
Markham, ON
- Temporary
Defines, plans and drives projects and program plans based on management and senior technical guidance
Added 35 mins ago
C
Software Engineer, Design Systems & AI Tooling
Citi
Mississauga, ON
- Full-time
…build, scale, and integrate the next generation of AI-powered developer tools, design systems, and data…
Added 35 mins ago
K
Senior Manager, Technology Operations & Strategy
KPMG
AB · Winnipeg, MB · Saint John, NB · Fredericton, NB · Moncton, NB · Sudbury, ON · Hamilton, ON · Kingston, ON · Sault Ste. Marie, ON · North Bay, ON · London, ON · Windsor, ON · Ottawa, ON · Oakville, ON · Kitchener, ON · Vaughan, ON · Waterloo, ON · Regina, SK · Saskatoon, SK · Langley (District), BC · Prince George, BC · Victoria, BC · Chilliwack, BC · Abbotsford, BC · Vernon, BC · Kamloops, BC · Vancouver, BC · Kelowna, BC · Halifax, NS · St. John's, NL · Calgary, AB · Lethbridge, AB · ON · Toronto, Ontario · Edmonton, Alberta · Kanata, Ontario · Langley, British Columbia
- Full-time
The Senior Manager, Technology Strategy & Operations is a key partner to the Managing Director, Technology Architecture and ITS CTO, translating Technology Architecture strategy, priorities…
Added 35 mins ago
K
Senior Associate, Tax Law
KPMG
Hamilton, ON
- Full-time
We are seeking a Senior Associate to join our Hamilton office. In this role, you will work alongside experienced practitioners advising clients on a broad range of Tax law matters.
Added 35 mins ago
K
Senior Associate, Business Law
KPMG
Hamilton, ON
- Full-time

Alterna Savings

Personal Banking Officer

Toronto, ON, M8V 1J8, Canada

Target Salary Range: $53,000 - $61,000 · Full-time

Apply on recruiting.ultipro.ca About employer

Applications open in a new tab.

Job details

Pay: Target Salary Range: $53,000 - $61,000
Job type: Full-time
Posting language: English
Posted: Nov 10, 2026

Original job description

Company: Alterna Savings & Credit Union Ltd.

Job Type: Full time

Target Salary Range: $53,000 - $61,000

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 job posting is for an existing vacancy.

Scope of Position:

The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer to more senior bankers. Sales are driven by appointments generated from the pro-active calling and up selling of referrals that have been provided by other sales professionals.

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.

Major Responsibilities:

Contributes to the growth and on-going maintenance of the business and community portfolio
Sources, receives, investigates, and analyzes 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
Manages Alterna’s business relationships including commercial accounts, Co-Operatives, Not-for-Profit organizations.
Meet sales targets by delivering products and services that puts the member’s needs first.
Proactively promote/sell and deliver a full range of banking products and services to meet our member’s needs.
Follow sales and service model by attending and actively participating in branch meetings, huddles, initiatives and campaigns.
Maximizes sales opportunities by using effective sales interviewing skills that uncover longer term financial member needs.
Provide financial advice to members with investment/credit needs requiring moderate financial solutions, using Alterna’s financial calculators.
Acquire and refer potential high value member relationships to internal and external partners.
Maintain a working knowledge and understanding of all products and services we offer and keep up to date with procedural changes.
Understand and apply risk-based pricing models and use rational pricing discretion to ensure every customer is profitable.
Uses sales and service tools to support member interactions
Develop and implement a proactive member call plan.
Follow through on self generated sales and retention leads.
Follow through on referrals from other internal staff.
Identify and set personal development plan and complete activities set in plan.
Actively participate in regular coaching sessions.
Compliant with anti money laundering guidelines
Perform other duties as assigned.

Qualifications:

Education / Certification / Experience:
- Post secondary education combined with 3 years related experience in a financial institution or an equivalent combination of education and experience
- Proven track record in sales
- As part of continuing education enrolled in Financial Planning or other similar type programs
- Experience in providing investment and credit solutions
- Mutual Funds Licensed preferred

Knowledge / Skills:

Requires above average knowledge and skills as relates to: analytical and inter-personal skills, general business knowledge, and mathematical aptitude
Detailed working knowledge of investment and good knowledge of lending and mortgages sufficient to analyze member’s needs, explain features and benefits and place the product for the members
Sound knowledge of various computer applications such as Excel, Word etc
Good knowledge of the sales process and strong communication skills to interview effectively to uncover member needs
Good problem-solving skills sufficient to identify, analyze and resolve complex member issues/problems
Solid negotiation skills to deal with member solutions and sales

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 over 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 nine consecutive years.

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.

Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants

Apply on recruiting.ultipro.ca About employer

More about this job

Responsibilities

The Personal Banking Officer is responsible for proactively contacting members to assess their financial needs and provide tailored investment and credit solutions. They contribute to branch sales targets by managing relationships, identifying sales opportunities, and delivering high-quality financial advice.

Requirements

Candidates must have post-secondary education combined with at least 3 years of experience in a financial institution. A proven track record in sales and strong knowledge of investment and lending products are required.

Skills

Sales
Financial advice
Investment solutions
Credit solutions
Relationship management
Analytical skills
Interpersonal skills
Mathematical aptitude
Communication skills
Problem-solving
Negotiation
Anti-money laundering compliance
Customer service
Mortgage knowledge
Financial planning

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Sales
Financial Services
Investment
Credit
Mortgages
Relationship Management
Anti-Money Laundering
Financial Planning
Customer Service
Excel
Word
Business Development
Portfolio Management
Risk-based Pricing
Coaching
Sales Targets
Financial Advice
Mutual Funds
Banking Products

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Work requirements

Jobs in Canada