Virtual Advisor, Wealth Desk

Alterna Savings

. Manage an assigned portfolio of smaller, less complex investment relationships, generally under $100,000 in investable assets .

Posted 11/6/2026full-timeToronto • CanadaJunior💰 CA$50,000 - CA$65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing investment relationships and delivering tailored financial advice while ensuring compliance with regulatory requirements. Proficient in utilizing digital tools and CRM systems to enhance member service and support portfolio growth.

Highest-signal resume keywords

Mutual Fund LicensingInvestment Products KnowledgeClient Service ExperienceFinancial Planning ConceptsProficiency with CRM Systems

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment SalesPortfolio ManagementKYC UpdatesAsset ConsolidationFinancial Solutions Identification

Soft Skills

Relationship BuildingStrong CommunicationAttention to DetailOrganizational AbilitiesTime Management

Tools & Technologies

Microsoft OfficeMicrosoft TeamsOutlookDigital Advice Tools

Certifications & Qualifications

IFICCIFCCSCPFPCFP

Industry Keywords

Financial ServicesInvestment RelationshipsWealth ManagementMember ServiceCompliance Records

About the role

Key responsibilities & impact

Manage an assigned portfolio of smaller, less complex investment relationships, generally under $100,000 in investable assets
Deliver investment 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 for the virtual member experience
Participate in team meetings, training, coaching, and professional development activities

Requirements

What you’ll need

Post-secondary education in Business, Finance, Commerce, Economics, or a related field
Mutual fund licensing required, supported by completion of the IFIC, CIFC, or CSC
PFP or CFP designation, or progress toward either designation, 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 considered an asset
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
Mutual fund licensing must be held for the role

Benefits

Comp & perks

Accessibility accommodations during the recruitment process
Training, coaching, and professional development activities
Commitment to continuous learning and professional development
Alterna employer-award corporate culture emphasizing Collaboration, Integrity, and Respect