Scope of the Position

The Wealth Advisor (WA) is a multi-faceted role with the primary focus being asset acquisition and relationship management. The WA will work within a set of assigned branches, providing investors with professional advice and guidance while contributing to the overall branch portfolio. As a senior wealth representative, the WA will provide coaching, leadership and mentorship to licensed bankers and branch staff.

Major Responsibilities

• Grow a portfolio of wealth clients, driving net sales targets through existing member asset consolidation activities and through acquisition of new members.
• Manage a profitable portfolio of client relationships ensuring members have full service banking solutions, through referrals, in partnership with the branches.
• Utilize various tools and software to analyze and identify the needs of the referred members/clients and develop recommendations.
• Proactively build strong working partnerships with branch teams to facilitate introductions from retail branch staff to existing members/clients with wealth needs and act as a conduit for IIROC referrals.
• Serve as the “subject matter expert” for credit union members/clients to ensure that their financial planning experience is second to none.
• Become an integral member of branch sales teams and create value for the branch partners by conducting regular information sessions/seminars.

**Please note that this position will require regular travel between assigned territory branches and to meet at offsite locations with members/clients as necessary.

Qualifications:

• Canadian Securities Course (CSC) or mutual funds license
• Have or working towards Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
• Must have superior knowledge of the investment industry and products
• Minimum 5 years’ experience in financial planning/investment sales
• Strong familiarity with financial planning tools/software
• Post-secondary diploma/degree, ideally in Commerce or Business Administration will be considered an asset
• Proven networking, relationship building and client acquisition skills
• Outstanding communication and presentation skills
• Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business)
• Ability to work under minimal supervision
• Commitment to continuous learning (CE credits)

Compensation

Wealth Advisor compensation program is comprised of base salary plus commission.

At Alterna, we offer a competitive total rewards program and an opportunity to truly make a difference.

If you put people first and value excellence and integrity, we hope you'll apply!

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking™ for over 110 years, and based on assets under management, is one of Canada's Top 10 credit unions (CCUA, 2021). Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Together, we have $10 billion in assets under management.

As the first full-service, member-owned co-operative financial institution outside Quebec, Alterna Savings shares its expertise with more than 185,000 members through a network of over 30 branches across Ontario, that includes partner Peterborough Community Savings; as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the All point Network in the US.

Working at Alterna

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 110 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for six years running.

• Although we appreciate all applicants, 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. If you have a disability, please contact the recruiter to let us know how we can accommodate you.

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