Alterna Sa
Financial Advisor at Alterna Scarborough
Job Description
Join Alterna as a Personal Banking Advisor based in Scarborough, where you will manage and expand a diverse book of business tailored to members’ financial needs. This full-time role focuses on proactive relationship management and effective financial solutions.
You will work directly with customers to understand their complex credit and investment needs, ensuring that each interaction leads to tailored advice and strengthened relationships. By collaborating with experts and mentoring junior staff, you will reinforce the value of financial literacy and effective planning among clients.
Key Responsibilities:
• Oversee a portfolio focused on client financial management
• Regularly assess and address member needs
• Keep accurate records of financial goals and advice
• Coordinate with Wealth Management and SME teams
• Mentor and guide less experienced advisors in the branch
Requirements:
• 5 years of relevant financ...
You will work directly with customers to understand their complex credit and investment needs, ensuring that each interaction leads to tailored advice and strengthened relationships. By collaborating with experts and mentoring junior staff, you will reinforce the value of financial literacy and effective planning among clients.
Key Responsibilities:
• Oversee a portfolio focused on client financial management
• Regularly assess and address member needs
• Keep accurate records of financial goals and advice
• Coordinate with Wealth Management and SME teams
• Mentor and guide less experienced advisors in the branch
Requirements:
• 5 years of relevant financ...