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Added 13 mins ago
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Alterna Savings

Virtual Advisor, Wealth Desk

Burlington, ON, L7N 3G2, Canada
Ottawa, ON, K1Z 0B9, Canada
Toronto, ON, M4W 1A8, Canada
Vaughan, ON, L4K 4L7, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 5, 2026

Original job description

Job Type: Full-Time

Vacancy Status: This is an existing position

Target Salary Range: 50,000-65,000

This posting will be open for applications until November 20, 2026

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.

Scope of Position

The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of member relationships primarily consisting of households with less complex investment needs and investable assets generally under $100,000. Through phone, video, email, and other digital channels, the Virtual Advisor delivers investment advice, portfolio reviews, account maintenance support, and high-quality member service aligned with each member’s goals and circumstances.

This role supports the growth and retention of Alterna’s wealth portfolio by servicing existing members, converting eligible referrals, identifying appropriate consolidation opportunities, and maintaining strong compliance standards. By managing smaller or less complex relationships through a dedicated virtual advice channel, the Wealth Desk increases capacity for Wealth Bankers and Investment Advisors to focus on more complex planning and higher-value member opportunities.

Where a member’s needs become larger, more complex, or require more comprehensive planning, the Virtual Advisor will refer the relationship to the appropriate Wealth Banker or Investment Advisor in accordance with Alterna’s wealth segmentation approach.

Key Responsibilities

Manage an assigned portfolio of smaller, less complex investment relationships, generally under $100,000 in investable assets.
Deliver advice and exceptional member service through phone, video, email, and other approved digital channels.
Proactively complete portfolio reviews and follow-up activities to support retention, satisfaction, and portfolio growth.
Identify appropriate opportunities for asset consolidation, increased contributions, and additional investment solutions.
Receive, qualify, and follow up on wealth referrals, converting eligible opportunities into Wealth Desk relationships.
Refer larger accounts, complex planning needs, and sophisticated investment requirements to the appropriate Wealth Banker or Investment Advisor.
Maintain current knowledge of approved products, market conditions, investment principles, and regulatory requirements.
Complete KYC updates, account documentation, member notes, and compliance records accurately and on time.
Partner with Wealth Bankers, Investment Advisors, Retail teams, and internal partners to support seamless handoffs and a strong member experience.
Support service standards and process improvements that enhance the virtual member experience.
Participate in team meetings, training, coaching, and professional development activities as required.

Expectations / Outcomes

Strong referral conversion and member retention within the assigned portfolio.
Positive net sales through appropriate retention, consolidation, and growth opportunities.
High levels of member satisfaction and service excellence.
Timely and accurate completion of KYC and compliance requirements.
Effective triage and referral of complex planning needs and larger relationships.
Professional, responsive, and timely follow-up with members and internal partners.

Education / Certification / Experience

Post-secondary education in Business, Finance, Commerce, Economics, or a related field.
Mutual fund licensing is required, supported by completion of the IFIC, CIFC, or CSC.
PFP or CFP designation, or progress toward either designation, is considered an asset.
1–2 years of experience in financial services, investment sales, client service, or advisory support.
1–2 years of experience with mutual funds, GICs, CRM systems, digital advice tools, and investment platforms is considered an asset.
Demonstrated ability to build relationships, retain business, and identify appropriate financial solutions.

Knowledge / Skills / Competencies

Knowledge of investment products, suitability requirements, and fundamental financial planning concepts.
Strong communication, relationship-building, and member service skills.
Excellent organizational abilities, attention to detail, and time management.
Service and retention mindset with the ability to identify growth opportunities.
Sound judgment and the ability to recognize when member needs require referral to a Wealth Banker or Investment Advisor.
Proficiency with Microsoft Office, Teams, Outlook, CRM systems, and digital advice tools.
Commitment to continuous learning and professional development.

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.

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

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More about this job

Responsibilities

The Virtual Advisor manages and retains a portfolio of member relationships with less complex investment needs through digital channels. They provide investment advice, perform portfolio reviews, and ensure compliance while referring complex cases to senior advisors.

Requirements

Candidates must have post-secondary education in a finance-related field and hold mutual fund licensing such as IFIC, CIFC, or CSC. One to two years of experience in financial services or investment sales is required, with PFP or CFP designations considered an asset.

Skills

Investment advice
Portfolio management
Relationship building
Financial planning
Mutual funds
Client service
Compliance
KYC
Digital advice tools
CRM systems
Communication
Time management
Attention to detail
Asset consolidation
Sales

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advice
Mutual Funds
GICs
CRM
Portfolio Reviews
Compliance
KYC
Financial Planning
Asset Consolidation
Client Retention
Digital Channels
IFIC
CIFC
CSC
PFP
CFP
Microsoft Office
Teams
Outlook
Investment Principles
Regulatory Requirements
Member Service
Financial Services
Investment Sales

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