Virtual Financial Advisor Nova Scotia Regional Municipality

Overview

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

The Virtual Financial Advisor role helps employees build their future where they can be themselves and win together. We help 25 million customers achieve their financial goals.

• Work on‑site at our Calgary office to virtually guide clients through their financial journeys, providing expert advice and tailored strategies.
• Conduct virtual consultations to develop personalized financial plans.
• Proactively identify new opportunities to optimize clients’ financial well‑being.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans using a holistic approach to help them achieve goals.
• Nurture strong, long‑standing client relationships.
• Develop, retain, and grow the business by delivering against individual and team sales goals, supporting a positive customer experience.

• Strong appetite and drive to build customer relationships and deliver excellence customer service.
• Proven ability to meet and exceed sales targets in a fast‑paced environment.
• Mutual Funds license and working towards 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 regulatory compliance.

• The opportunity to join a forward‑thinking organization where a cooperative 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.
• Support from leadership through meaningful development conversations that enable faster advancement and internal training.
• Clear, transparent criteria to progress in career.