Wealth Planner & Investment Advisor

Alterna Savings is seeking a Wealth Banker at our Scarborough branch to provide investment oriented financial advice and manage a growing member book. You will work closely with branch staff to deliver holistic planning and asset consolidation for members with complex needs.

You will use the Personal Investment Plan and other planning tools to tailor solutions, educate branch partners, and drive new client acquisition while maintaining high member satisfaction and compliance. #J-18808-Ljbffr