Location
toronto, on, Canada
Posted
July 04, 2026
Job Description
Become a Personal Banking Advisor at Alterna Savings in Scarborough, ON, where you will build lasting relationships to serve the multifaceted financial needs of members. This full-time role emphasizes proactive financial planning and client management.
As a Personal Banking Advisor, you will manage an assigned portfolio, using your expertise to address complex credit and investment needs. Regularly connect with clients to assess their goals, while collaborating with Wealth Management and Small and Medium Enterprise (SME) teams. Your guidance will be vital for both the members and the less experienced staff you mentor.
Key Responsibilities:
• Manage portfolio using financial planning and advisory tools
• Establish regular contacts with clients to identify needs
• Keep detailed records of client financial goals and actions
• Coordinate with Wealth Management and SME specialists
• Provide expert financial advice and mentorship
Requirements:
• Post-secondary educ...
As a Personal Banking Advisor, you will manage an assigned portfolio, using your expertise to address complex credit and investment needs. Regularly connect with clients to assess their goals, while collaborating with Wealth Management and Small and Medium Enterprise (SME) teams. Your guidance will be vital for both the members and the less experienced staff you mentor.
Key Responsibilities:
• Manage portfolio using financial planning and advisory tools
• Establish regular contacts with clients to identify needs
• Keep detailed records of client financial goals and actions
• Coordinate with Wealth Management and SME specialists
• Provide expert financial advice and mentorship
Requirements:
• Post-secondary educ...