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About the Role

The Personal Banking Advisor (PBA) manages and builds an assigned book of business, primarily for members with multifaceted needs. The PBA ensures all member financial needs are met by the most appropriate Alterna resource and is accountable for the relationship. Through proactive management, the PBA retains and grows the book by increasing member business share using all of Alterna’s products and services, including credit and investment solutions.

Responsibilities

Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs
Establishes regularly scheduled contacts with members/clients to build relationships and identify needs
Maintains member relationship files, including financial goals and action plans
Serves as the branch liaison with Wealth Management and Small and Medium Enterprise (SME) representatives
Manages assigned member portfolio jointly with specialists like Wealth Management and/or SME
Provides financial advice using financial planning tools such as cash-flow and credit management
Acts as a mentor for less experienced staff under Branch Manager guidance
Serves as the branch's center of expertise for financial calculators, complex credit, and managed portfolio solutions
Maintains strong relationships with alliance partners
Handles referrals based on member/client request complexity

Requirements

Post-secondary education with 5 years of related experience in a financial institution or equivalent combination
Minimum 3 years of credit experience, including analysis and knowledge of underwriting
CSC or IFIC course completed with the ability to be licensed
CFP or PFP designation or currently in progress
Minimum 2 years of financial advisory experience and demonstrated relationship-building experience
Proven track record in sales

Skills

Extensive knowledge of processing/procedures for complex products including deposits, investments, loans, and mortgages
Sound knowledge of computer applications including Excel and Word
Detailed knowledge and ability to demonstrate sales management techniques
Developed writing skills for communicating detailed factual information
Sound lending judgment
Excellent problem-solving skills to identify, analyze, and resolve complex member issues
Excellent interpersonal and communication skills

Work Type

Full-Time

Experience Level

5 years related experience
3 years credit experience
2 years financial advisory experience

Education Level

Post secondary education
CSC or IFIC course completed
CFP or PFP designation or currently in progress

Salary/Compensations

$57,000 - $67,000

About the Company

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years, creating financial services that transform lives and giving back to the community. Alterna is comprised 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, serving over 210,000 members through 40 branches across Ontario, a call centre, and multiple digital channels. Members and customers also benefit from industry-leading online brokerage and investment management services.
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.

Equal Opportunity

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.