View Jobs
Register with us
Job Details

Click Apply Now if you are interested in this job and we'll walk you through our Online Application process.

Click Tell A Friend if you know of someone else who might be interested in this job and send this opportunity to a friend.

City Ottawa
State/Province Ontario [ON]
Job Title Personal Banking Advisor
Employment Status Full Time
Branch/Department Orleans Branch
Reports to [Title] Branch Manager
Important Information This position requires the successful candidate to be billingual in French and English
Position Overview
Looking to grow your Career at Alterna? 
Scope of Position
The Personal Banking Advisor (PBA) is responsible for managing and building an assigned book of business made up primarily of members with identified multifaceted needs.  The PBA ensures that all of the member's financial needs are being met by the most appropriate resource within Alterna, and has overall responsibility/accountability for the relationship.  Through proactive relationship management, the PBA retains and grows the book by increasing the share of member business by using all of Alterna’s products and services including both credit and investment solutions.
Key Responsibilities
  • Manages an assigned portfolio of members using financial planning concepts, advisory and relationship tools to meet all members' complex credit/investment needs
  • Establishes regularly scheduled contacts with members/clients to establish relationships that will identify members' needs
  • Keeps files on member relationships that include member's financial goals and PBA plan of action to assist the member/client in meeting those goals
  • Is the branch liaison with Wealth Management and Small and Medium Enterprise (SME) representatives/team
  • Manages assigned member portfolio jointly with other specialists in Alterna i.e. Wealth Management and/or SME
  • Provides financial advice using some financial planning tools (e.g. cash-flow and credit management)  
  • Acts as a mentor for less experienced staff under the guidance of the Branch Manager
  • Acts as the branch centre of expertise on the use of financial calculators, complex credit and managed portfolio solutions
  • Maintains strong relationships with alliance partners
  • Deals with referrals when deemed necessary based on the complexity of the members/clients requests
  • Post secondary education combined with 5 years related experience in a financial institution or an equivalent combination of education and experience
  • A minimum 3 years credit experience including analysis and knowledge of underwriting
  • CSC or IFIC course completed with ability to be licensed immediately
  • CFP or PFP designation or currently in progress
  • At a minimum 2 years of financial advisory experience and demonstrated relationship building experience
  • Proven track record in sales
  • Billingualism in English and French is an asset
Key Skills and Competencies
  • Extensive knowledge of processing/procedures of complex products including deposits,  investments, loans and mortgages
  • Sound knowledge of various computer applications including Excel, Word etc
  • Very detailed knowledge and ability to demonstrate sales management techniques
  • Developed writing skills sufficient to communicate detailed factual information to members and various department or partners
  • Sound lending judgment
  • Excellent problem solving skills to systematically identify analyze and resolve complex member issues/problems
  • Excellent interpersonal and communications skills
  • Member/Client Centricity - Evaluates and adapts service delivery to promote excellence
  • Continuous Learning & Agility - Seeks to improve and maintain personal effectiveness in high demand situations
  • Teamwork - Fosters teamwork
  • Achievement Orientation - Continually improves personal performance
  • Adaptability - Adapts to large, complex and/or frequent changes
  • Decision Making & Problem Solving - Makes complex decisions in the absence of policies and guidelines
  • Impact & Influence - Influences through linking with other initiatives
  • Initiative - Addresses opportunities to enhance and advance organizational goals
  • Sales Process - Creates and fosters Alterna’s sales culture
  • Professional/Technical Expertise-Demonstrates expert knowledge as relates to the job’s role
At Alterna, we offer a competitive total rewards program, the ability to achieve real work-life balance, and an opportunity to truly make a difference. If you put people first and value excellence and integrity, we hope you'll apply!
* Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills and competencies outlined below. 
Apply Now   Apply Now Tell a FriendTell a Friend