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Added 4 mins ago
BM
Retail Support Executive - Oakville
Brand Momentum
Oakville, ON
- $27 CAD / hour
- Part-time
…the customer experience but also act as a trusted in-store partner, supporting the execution and growth of a smoke-free product portfolio across multiple retail locations, conducting…
Added 4 mins ago
Project Manager
The PAC Group
Canada
…high-impact solutions in more than 20 countries. We’re proud to partner with the world’s leading companies in automotive, aerospace, industrial, and technology sectors, providing strategic…
Added 4 mins ago
Finance Business Partner (12-Month Contract)
WSP
Montreal, QC
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 4 mins ago
H
Director, Ethics
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…to enable an innovative and positive working climate and a client-centric culture. The Director must work cross functionally within the portfolio and across the organization, as well as…
Added 4 mins ago
AW
Customer Service Experience Representative
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Full-time
- Remote
Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
Added 4 mins ago
AW
Customer Service Experience Representative, Temporary
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Temporary
- Remote
Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
Added 4 mins ago
AW
Customer Service Experience Representative, Temporary
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Temporary
- Remote
Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
Added 4 mins ago
AW
Customer Service Experience Representative
Aviso Wealth
Remote, Canada
- $52,000 to $60,000 CAD / year
- Full-time
- Remote
Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook
Added 4 mins ago
Multidisciplinary Specialist (Evening Shift - VG Halifax) (Computer Services Off 3)
The Government of Nova Scotia
Halifax, NS
…solutions to meet Nova Scotians’ expectations. As a trusted partner across government, we enable departments to fulfill their mandates with secure, user-friendly services. From healthcare…
Added 19 mins ago
Advance Metering Infrastructure (AMI) Program Lead
Capgemini
Mississauga, ON
…contractual commitments are actively managed and aligned to client…
Added 19 mins ago
PLM Solution Architect/Architecte de solutions PLM
Capgemini
Montreal, QC
…cross-functional teams to ensure that Windchill implementations align with client business objectives and industry best…
Added 19 mins ago
BF
Talent Acquisition Specialist
Burnbrae Farms
ON · Mississauga, ON
- Full-time
…Simple Egg Whites, EGG Bakes!, EGG Bites! and EGGS2go!. We partner with 400 local egg farmers across the country and we operate in five provinces; including British Columbia, Alberta,…
Added 19 mins ago
MC
Senior Estimator
MatchBox Consulting Group
AB · Edmonton, AB
- Full-time
Coordinate trade partner pricing, evaluate bids, and ensure estimates are complete, accurate, and aligned with current market conditions.
Added 19 mins ago
A
Solution Architect
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Toronto, ON
- $150,000 to $168,000 CAD / year
- Full-time
…organizational functions and fulfill business goals. This role will partner with business stakeholders and solutioning teams to lead and drive the implementation of technology solutions…
Added 19 mins ago
EP
Head of Finance
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Added 19 mins ago
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- $130,000 to $180,000 CAD / year
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Added 19 mins ago
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Senior Operations Coordinator
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…support provided to IRC partners through active participation in partner capacity assessments, development, and implementation of partner support plans. They will also support the smooth…
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Copy Supervisor
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Added 19 mins ago
R&
IT - Security Specialist V
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Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 34 mins ago
UT
Business System Analyst #26-28193
US Tech Solutions
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- $85 to $90 CAD / hour
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Our client, a leading North American financial institution, is expanding a foundational AI program and is adding a Business Systems Analyst V / Engineering Delivery Coordinator to a growing…
Added 34 mins ago
MM
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Max Mara is seeking an experienced Assistant Store Manager to partner closely with the Business Manager in driving business growth while delivering the elevated luxury experience that…
Added 34 mins ago
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Associate Faculty - Clinical Nursing
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…for our local and global community and elevate student and client impacts at local, national, and international…
Added 34 mins ago
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Robertson & Company Ltd.
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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

Apply About employer

Applications open in a new tab.

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

Apply About employer

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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