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Wealth Advisor

October 22 2020
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Bank, Insurance, Financial Services, Trading, Asset management
Ottawa, ON

Scope of the Position

Reporting to the VP, Wealth Management, 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.


  • 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
  • Bilingual (English/ French) preferred
  • 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)

About the Alterna Financial Group

Alterna Savings and Credit Union Limited (Alterna) has been the Good in Banking for 111 years!

Alterna has grown from its humble beginnings to be the second largest credit union in Ontario, and one of the Top 10 in Canada, with over $8 billion in assets under management and more than 167,000 members and a network of 35 branches across Ontario. The impressive growth throughout the years stems not only from merging with other credit unions, but also from significantly gaining new retail, business and not-for-profit members as people recognize Alterna’s philosophy of putting members first.

Known for its fast-paced environment, Alterna is viewed as a trailblazer in the industry. Led by a CEO with a passion for innovation, Alterna was the first credit union to introduce a digital bank and the first to offer a fully digital end-to-end mortgage through its wholly-owned subsidiary, Alterna Bank.

Alterna is proud of its long history of helping communities thrive. It shared its success in 2018 by donating more than $1 million to the community and, in partnership with employees, contributed 11,300 volunteer hours. Its flagship Community Micro Finance Program also helps underrepresented groups. Since inception, the program has disbursed more than $5 million in impact loans and helped change the lives of more than 1,000 participants and their families.

Alterna is also extremely proud of its corporate culture. With a workforce of more than 600 employees, Alterna is honoured to be recipient of prestigious employer awards, including the National Capital Region’s Top Employers and Aon’s Best Employers (Platinum level) awards.

For more information please visit and and connect with us on


*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!

* 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. network