Virtual Financial Advisor
Job in
Mississauga, Ontario, Canada
Listing for:
Scotiabank
Full Time
position
Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance
-
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
About the role
As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen.
You can find your future here.
What you’ll be doing… In this role, you will be working on-site at our Mississauga 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 plansProactively identify new opportunities for clients to optimize their financial well-beingEducating our customers by providing relevant insights and expert adviceBuilding our customer’s comprehensive plans using a holistic approach to help them achieve their goalsNurturing strong, long-standing client relationshipsDeveloping, retaining and growing the business by delivering against individual and team sales goals that support a positive customer experienceWhat you need to succeed…
The appetite and drive to build strong customer relationships and deliver excellence customer serviceThe proven ability to meet and exceed sales targets in a fast-paced environmentMutual Funds license and working towards the CIFP DiplomaIn-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.What we’re offering…
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 growthYou’ll receive clear, transparent criteria to progress in your career.
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