Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- Virtual wealth advisor managing smaller investment relationships for Alterna Savings, an Ontario member-owned financial institution. Providing digital investment advice, portfolio reviews, referrals, and compliant member service.
Responsibilities
- Manage an assigned portfolio of smaller, less complex investment relationships, generally under $100,000 in investable assets
- Deliver advice and member service through phone, video, email, and approved digital channels
- Complete portfolio reviews and follow-up activities to support retention, satisfaction, and portfolio growth
- Identify opportunities for asset consolidation, increased contributions, and additional investment solutions
- Receive, qualify, and follow up on wealth referrals, converting eligible opportunities into Wealth Desk relationships
- Refer larger accounts, complex planning needs, and sophisticated investment requirements to Wealth Bankers or Investment Advisors
- Maintain knowledge of approved products, market conditions, investment principles, and regulatory requirements
- Complete KYC updates, account documentation, member notes, and compliance records accurately and on time
- Partner with Wealth Bankers, Investment Advisors, Retail teams, and internal partners to support seamless handoffs
- Support service standards and process improvements enhancing the virtual member experience
- Participate in team meetings, training, coaching, and professional development activities
Requirements
- Post-secondary education in Business, Finance, Commerce, Economics, or a related field
- Mutual fund licensing is required, supported by completion of the IFIC, CIFC, or CSC
- PFP or CFP designation, or progress toward either designation, is considered an asset
- 1–2 years of experience in financial services, investment sales, client service, or advisory support
- 1–2 years of experience with mutual funds, GICs, CRM systems, digital advice tools, and investment platforms is considered an asset
- Demonstrated ability to build relationships, retain business, and identify appropriate financial solutions
- Knowledge of investment products, suitability requirements, and fundamental financial planning concepts
- Strong communication, relationship-building, and member service skills
- Excellent organizational abilities, attention to detail, and time management
- Sound judgment and ability to recognize when member needs require referral
- Proficiency with Microsoft Office, Teams, Outlook, CRM systems, and digital advice tools
- Commitment to continuous learning and professional development
Benefits
- Total rewards package
- Professional development activities
- Training and coaching
- Accessible accommodation during the recruitment process
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