Virtual Financial Consultant

Position: Scotiabank Virtual Financial Consultant
Support clients as a Virtual Financial Consultant with Scotiabank in Ontario. Deliver personalized financial advice through virtual channels while building robust client relationships.

As a key member of Scotiabank's team in Mississauga, your role includes conducting virtual consultations to assist clients in their financial journeys. With a focus on exceptional service, you will work towards meeting team sales goals while fostering a diverse and inclusive environment promoting personal growth.

Key Responsibilities:

• Conduct personalized virtual consultations with clients

• Identify financial opportunities for client optimization

• Deliver relevant insights and expert financial advice

• Create holistic financial plans for clients

• Nurture robust client relationships for long-term success

Requirements:

• Effective in building strong customer connections

• Proven ability to meet sales goals in dynamic settings

• Hold a Mutual Funds license; CIFP Diploma in progress

• Familiar with retail banking products and mortgages

• Comprehensive knowledge of mutual funds and compliance

Excel as a Virtual Financial Consultant and impact client success with Scotiabank's inclusive and innovative culture.
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