Find work in Canada.

602,103 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
CS
Senior Associate - Digital Transformation
Cascadia Strategy Consulting Partners
Victoria, BC
- $110,000 to $135,000 CAD / year
- Full-time
Our work focuses on five practice areas: Business Strategy, Operations Management, Digital Transformation, Policy & Economics, and Data Analytics & AI. We serve clients in industries such…
Added 2 mins ago
CS
Senior Associate - Digital Transformation
Cascadia Strategy Consulting Partners
Vancouver, BC
- $110,000 to $135,000 CAD / year
- Full-time
Our work focuses on five practice areas: Business Strategy, Operations Management, Digital Transformation, Policy & Economics, and Data Analytics & AI. We serve clients in industries such…
Added 2 mins ago
TT
Accounts Payable Clerk
Torus Talent
Vancouver, BC
- $60,000 CAD / year
- Full-time
This position will take ownership of a busy accounts payable function and work closely with the accounting team, project managers, and construction stakeholders. It is well suited to…
Added 2 mins ago
FG
Junior Software Developer
FDM Group
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Design and build full-stack web applications using Java, Spring Boot, and React, delivering scalable, secure, and responsive digital experiences.
Added 2 mins ago
H
Principal Software Engineer – Collateral Treasury Trading Platforms
HSBC
Toronto, ON · Greater Toronto Area, Canada
- $91,600 to $137,300 CAD / year
- Full-time
HSBC Digital Business Services provides essential operational and technical support to our global businesses, helping improve customer service and efficiency. In this role you will help…
Added 2 mins ago
LA
Development Engineer
Litens Automotive Group
Concord, ON
- Full-time
This position’s job purpose is to create, design and develop new product innovations and ideas as part of a team.
Added 3 mins ago
Lab Patient Technician
LifeLabs
Sudbury, ON · Greater Sudbury, ON
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 3 mins ago
Lab Patient Technician
LifeLabs
Woodstock, ON
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 3 mins ago
Medical Lab Technologist (BCGEU), Microbiology
LifeLabs
Surrey, BC
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 3 mins ago
Customer Support Agent (Inbound) - Casual - Mississauga, ON
LifeLabs
Mississauga, ON
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 3 mins ago
Customer Support Agent (Inbound) - Casual - Mississauga, ON
LifeLabs
Mississauga, ON
For over 50 years, LifeLabs has been Canada’s leading provider of laboratory diagnostic information and digital health connectivity systems, enabling patients and healthcare practitioners…
Added 3 mins ago
MH
Master of Library Information Science Student (1 Temporary Fulltime Position - Jan-April Term)
Middlesex-London Health Unit
London, ON
- Full-time
…existing vacancy on the Strategy, Planning, and Performance team in the Public Health Foundations division at our Citi Plaza location, London…
Added 3 mins ago
S
Retail Key Holder
Skechers
Winnipeg, MB
- Part-time
…Leadership Role, contributing to store operations and mentoring your team to deliver exceptional customer service. In this entry-level management role, you’ll oversee daily operations,…
Added 18 mins ago
SC
Production Assistant
Stellar Creative Lab
Vancouver, BC
- $50,000 to $60,000 CAD / year
- Full-time
…production’s inevitable ups and downs as a supportive, truly connected team, prioritizing open communication over anyone working in isolation. We value honesty, creativity, and looking out…
Added 18 mins ago
R
Client Advisor
RBC
Crystal City, MB
- Part-time
…customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 18 mins ago
EM
Senior Consultant/Manager - Data Engineer
Electric Mind
Toronto, ON
- Full-time
At Electric Mind, Engineering is where strategy meets action. Our team helps organizations cut through complexity - aligning business ambition with technology execution to unlock real,…
Added 18 mins ago
M
Product Owner
Mirego
Montreal, QC · Quebec, QC
- Full-time
As a Product Owner at Mirego, your mission is to maximize the value of the digital product delivered to your clients. Acting as the conductor, you coordinate the team’s various expertise to…
Added 18 mins ago
SI
Housekeeper (Harrison Grand Motel)
Seabird Island Band
BC · Agassiz, British Columbia
- Part-time
Work as part of a team to maintain a clean, safe, and inviting environment throughout the motel.
Added 18 mins ago
UO
Specialist, Health Promotion
University of Ottawa
Ottawa, ON · Minto Sports Complex
- Full-time
…metabolic changes and cognitive challenges. As part of a broader digital dependency project team, you will contribute to work on one or more of four key strategies aimed at positively…
Added 18 mins ago
OH
Senior Specialist, Technical-1
Ontario Health
Toronto, ON
- Full-time
Added 18 mins ago
SE
Learning Developer
Suncor Energy
Calgary, AB
- Full-time
…We are a place where talented people thrive. As part of our team, you play a vital role in delivering energy we all rely on, and you'll make a meaningful impact in the communities where we…
Added 18 mins ago
B
Transformation Relationship Manager, Tax Transformation Office (Contract)
BDO
London, ON · Oakville, ON · Ottawa, ON · Toronto, ON
- Full-time
Partner with the Strategy & Planning team in the Tax Transformation Office to support the development and execution of the Tax Transformation strategy, vision, and roadmap
Added 18 mins ago
A
Customer Service Experience Representative, Temporary
Aviso
Toronto, ON
- $52,000 to $60,000 CAD / year
- Temporary
We're looking to fill an open role with an incredible Customer Service Experience Representative to join our Contact Centre team for 12 months.
Added 18 mins ago
PC
Digital Operations, Senior Associate
PwC Canada
Toronto, ON
- Full-time
As a Digital Operations, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will work closely with Managers and…
Added 18 mins ago
SP
Vice President, Finance
Sun Peaks Resort
BC · Sun Peaks Mountain, BC
- Full-time
…involved in process to support and grow their organization and…

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

Report this job