Virtual Financial Advisor Nova Scotia

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

Virtual Financial Advisor

What you’ll be doing… In this role, you will be working on‑site at our Halifax office to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

• Conducting virtual consultations with clients to develop personalized financial plans
• Proactively identifying new opportunities for clients to optimize their financial well‑being
• Educating our customers by providing relevant insights and expert advice
• Building our customers’ comprehensive plans using a holistic approach to help them achieve their goals
• Nurturing strong, long‑standing client relationships
• Developing, retaining, and growing the business by delivering against individual and team sales goals that support a positive customer experience

• The appetite and drive to build strong customer relationships and deliver excellence in customer service
• The proven ability to meet and exceed sales targets in a fast‑paced environment
• Mutual Funds license and working towards the CIFP Diploma
• In‑depth understanding of retail banking products and services, including credit products, mortgages, and personal loans
• Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards

• The opportunity to join a forward‑thinking organization where a collaborative team of innovative thinkers surrounds you
• A competitive compensation and benefits package
• An organization committed to making a difference in our communities – for you and our customers
• Recognition and reward for high performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
• You’ll receive clear, transparent criteria to progress in your career

Location(s):
Canada :
Nova Scotia :
Halifax

If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.