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Alterna Savings

Wealth Banker

Toronto, ON, Canada
Scarborough, ON, M1P 5J1, Canada

Full-time

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Job details

Job type: Full-time
Experience: At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
Posting language: English
Posted: Oct 5, 2026

Original job description

Job Type: Full-Time

Vacancy Status: This posting is for an existing vacancy

Target Salary Range: 60,000 - 65,000 + OTE of 17K

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

Home Branch is Scarborough, Additional Assigned branches include Markham, Hamilton, Uxbridge, subject to change. Occasional travel to assigned Branches may be required.

Scope of Position

The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs.

Through proactive relationship management, the Wealth Banker retains and grows the wealth book through proactive contact, modular planning and annual reviews while working in conjunction with senior wealth team members to identify opportunities for more complex needs and referring based on the Wealth Segmentation model.

Key Responsibilities

Proactively build solid working partnerships with branch teams to facilitate introductions to existing members/clients
Leverage existing resources to actively contact members (marketing, call lists, referrals)
Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet members' investment needs
Establishes regularly scheduled contacts with members/clients to establish relationships that will identify members' needs
Assist members/clients consolidate their financial assets at the credit union.
Enhance the wealth management knowledge of branch partners to assist them in creating a financial planning experience that will meet their members/clients’ financial needs, which will in turn allow the branch partners to reach their individual sales and acquisition targets.
Become an integral member of branch sales teams and create value for the branch partners by conducting regular information sessions
Keeps files on member relationships that include member's financial goals, notes, and compliance records and input into CRM
Manages assigned member portfolio jointly with other specialists in Alterna i.e., Credit and/or SME
Provides financial advice using PIP (Personal Investment Plan) financial planning tool
Acts as a mentor for less experienced staff under the guidance of the Branch Manager
Triage referrals when deemed necessary based on the complexity of the members/client’s requests

Expectations / Outcomes

High member satisfaction among assigned book of business as measured by retention statistics, new sales growth goals, referrals to wealth advisors and transfer of High Value accounts to Investment Advisors.
Increase in portfolio value
Increase in member profitability
Referrals to IA for complex investment portfolios

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
CSC or IFIC course completed with ability to be licensed immediately
CFP or PFP preferred
At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
Proven track record in sales
Good knowledge of products and services including credit

Knowledge / Skills / Competencies

Sound knowledge of various computer applications including Excel, Word etc
Ability to demonstrate sales management techniques, identify needs and present solutions
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business);
Developed writing skills sufficient to communicate detailed factual information to members and various departments or partners
Sound judgment
Ability to work under minimal supervision
Excellent interpersonal and communications skills
Commitment to continuous learning

Some occasional travel to other assigned branches required.

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 Wealth Banker is responsible for driving investment-oriented financial advice, asset consolidation, and new client acquisition within assigned branches. They manage an assigned portfolio of members, providing proactive relationship management and financial planning to meet investment needs.

Requirements

Candidates must have post-secondary education combined with at least 5 years of related financial institution experience. A CSC or IFIC course is required, and a CFP or PFP designation is preferred.

Skills

Investment sales
Financial planning
Relationship management
Asset consolidation
Client acquisition
Portfolio management
Active listening
Negotiation
Financial advisory
Sales management
CRM
Investment-oriented advice
Mentoring
Compliance
Business development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Banker
Investment
Financial Planning
Asset Consolidation
Portfolio Management
CSC
IFIC
CFP
PFP
CRM
Sales
Relationship Management
Financial Advisory
Credit Union
Banking
Investment Sales
Client Acquisition
Financial Goals
Compliance
Mentoring
Personal Investment Plan
Investment Advisors
Wealth Management
Branch Operations

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