Remote Wealth Advisor — Grow Small Portfolios

Alterna Savings; Toronto; Remote; CAD 50,000 - 65,000; Full time

Job summary

Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone, video and digital channels.

This role supports growth by servicing existing members, converting referrals, and coordinating with Wealth Bankers and Advisors.

Qualifications

• Post-secondary education in Business, Finance, Commerce, Economics, or related field.
• Mutual fund licensing required, with IFIC/CIFC/CSC.
• PFP or CFP designation or progress toward either is an asset.
• 1–2 years of experience in financial services or advisory support.
• Experience with mutual funds, CRM systems, and digital tools is a plus.

Responsibilities

• Manage an assigned portfolio of smaller, less complex investment relationships generally under $100,000.
• Deliver advice and member service through phone, video, email, and other channels.
• Complete portfolio reviews and follow-up activities to support retention and growth.
• Refer larger accounts and complex needs to Wealth Banker or Investment Advisor.
• Maintain knowledge of products, markets and regulatory requirements.

Skills

Relationship-building

Communication

Client service

Time management

Attention to detail

Education

Post-secondary education in Business, Finance, Commerce, Economics, or related field

Mutual fund licensing (IFIC/CIFC/CSC)

PFP or CFP designation or progress toward either

Tools

CRM systems

Microsoft Office

Digital advice tools

Job description

Alterna Savings is seeking a Virtual Advisor, Wealth Desk in Toronto to manage a portfolio of member relationships with investable assets generally under $100,000. You will deliver investment advice, portfolio reviews, account maintenance and high-quality service through phone, video and digital channels.

This role supports growth by servicing existing members, converting referrals, and coordinating with Wealth Bankers and Advisors.