Banking Advisor

4 days ago


Ottawa, Canada Alterna Sa Full time

p>The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs.Through proactive relationship management, the Wealth Banker retains and grows the wealth book through proactive contact, modular planning and annual reviews while working in conjunction with senior wealth team members to identify opportunities for more complex needs and referring based on the Wealth Segmentation model.Proactively build solid working partnerships with branch teams to facilitate introductions to existing members/clients
Leverage existing resources to actively contact members (marketing, call lists, referrals)
Manage an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet members' investment needs
Assist members/clients consolidate their financial assets at the credit union.Enhance the wealth management knowledge of branch partners to assist them in creating a financial planning experience that will meet their members/clients’ financial needs, which will in turn allow the branch partners to reach their individual sales and acquisition targets.Keep files on member relationships that include member's financial goals, notes, and compliance records and input into CRM
* Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.


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