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About the Role
The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of member relationships, primarily those with less complex investment needs and investable assets generally under $100,000. This role delivers investment advice, portfolio reviews, and member support through various digital channels, contributing to the growth and retention of Alterna’s wealth portfolio.
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.
Requirements
- 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.
- 1–2 years of experience in financial services, investment sales, client service, or advisory support.
- Demonstrated ability to build relationships, retain business, and identify appropriate financial solutions.
Skills
- 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.
Work Type
- Full-Time
Experience Level
- 1-2 years
Education Level
- Post-secondary education in Business, Finance, Commerce, Economics, or a related field
- IFIC, CIFC, or CSC certification
- PFP or CFP designation (asset)
Salary/Compensations
- 50,000-65,000
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 for the better, all while giving back to our community.
- 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.
- 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
- 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.