Accounting & Finance

Remote Wealth Advisor — Grow Small Portfolios

Alterna Savings

Winnipeg · Manitoba · Canada

Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone, video and digital channels.

This role supports growth by servicing existing members, converting referrals, and coordinating with Wealth Bankers and Advisors.

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Reference: WJ-4703_8760355

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