Wealth Management Specialist

2 months ago

Ottawa, Ontario, Canada Alterna Savings Full time
Job Title: Wealth Banker

About the Role

The Wealth Banker will play a key role in driving the provision of investment-oriented financial advice and sales within assigned branches at Alterna Savings. This position requires a strong ability to build relationships, identify client needs, and provide tailored solutions to meet their financial goals.

Key Responsibilities

  • Proactively build partnerships with branch teams to facilitate introductions to existing clients
  • Leverage existing resources to actively contact clients (marketing, call lists, referrals)
  • Manage an assigned portfolio of clients using financial planning concepts, advisory, and relationship tools to meet their investment needs
  • Establish regular contacts with clients to establish relationships that will identify their needs
  • Assist clients in consolidating their financial assets at Alterna Savings
  • Enhance the wealth management knowledge of branch partners to assist them in creating a financial planning experience that will meet their clients' financial needs
  • Become an integral member of branch sales teams and create value for the branch partners by conducting regular information sessions
  • Keep files on client relationships that include client financial goals, notes, and compliance records and input into CRM
  • Manage assigned client portfolio jointly with other specialists in Alterna (Credit and/or SME)
  • Provide financial advice using PIP (Personal Investment Plan) financial planning tool
  • Act as a mentor for less experienced staff under the guidance of the Branch Manager
  • Triage referrals when deemed necessary based on the complexity of the clients' requests

Expectations / Outcomes

  • High client satisfaction among assigned book of business as measured by retention statistics, new sales growth goals, referrals to wealth advisors, and transfer of High Value accounts to Investment Advisors
  • Increase in portfolio value
  • Increase in client profitability
  • Referrals to IA for complex investment portfolios

Qualifications

  • Post-secondary education combined with 5 years related experience in a financial institution or an equivalent combination of education and experience
  • CSC or IFIC course completed with ability to be licensed immediately
  • CFP or PFP preferred
  • At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
  • Proven track record in sales
  • Good knowledge of products and services including credit

Knowledge / Skills / Competencies

  • Sound knowledge of various computer applications including Excel, Word, etc.
  • Ability to demonstrate sales management techniques, identify needs, and present solutions
  • Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business)
  • Developed writing skills sufficient to communicate detailed factual information to clients and various departments or partners
  • Sound judgment
  • Ability to work under minimal supervision
  • Excellent interpersonal and communications skills
  • Commitment to continuous learning

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