Job Description
Join Alterna Financial in Scarborough as a Wealth Banker, delivering specialized investment advice and driving member satisfaction through relationship building.
This role involves managing an assigned book of business, focusing on investment sales and asset consolidation at Alterna's Scarborough Branch. You will be tasked with proactive member engagement, utilizing financial planning concepts and relationship tools to uncover and meet clients' diverse needs. Regular interaction with the wealth management team ensures comprehensive service delivery.
Key Responsibilities:
• Develop solid partnerships with branch staff
• Contact members using existing marketing resources
• Manage investment portfolios with strategic planning
• Schedule regular member contact for needs assessment
• Educate branch partners on wealth management strategies
Requirements:
• Bachelor’s degree plus 5 years in financial services
• Must have CSC or IFIC credential
• Preferably 2 ye...
This role involves managing an assigned book of business, focusing on investment sales and asset consolidation at Alterna's Scarborough Branch. You will be tasked with proactive member engagement, utilizing financial planning concepts and relationship tools to uncover and meet clients' diverse needs. Regular interaction with the wealth management team ensures comprehensive service delivery.
Key Responsibilities:
• Develop solid partnerships with branch staff
• Contact members using existing marketing resources
• Manage investment portfolios with strategic planning
• Schedule regular member contact for needs assessment
• Educate branch partners on wealth management strategies
Requirements:
• Bachelor’s degree plus 5 years in financial services
• Must have CSC or IFIC credential
• Preferably 2 ye...