Virtual Financial Advisor - Scotiabank, Montreal

The opportunity

Explore exciting Scotiabank jobs and build your career with a purpose-driven, winning team committed to results in an inclusive and high-performing culture. As a Virtual Financial Advisor at Scotiabank in Montreal, you can help make the futures of our 25 million customers happen while advancing your own career through coaching, learning, and development.

Day-to-day

In this on-site role, you will virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies. As an essential member of the Canadian Banking Branch network, your daily responsibilities include:

• 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 customer's 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

Who we're looking for

To succeed in helping our financial banking clients reach their goals, you will need to bring specific skills and qualifications to the team:

• The appetite and drive to build strong customer relationships and deliver excellent 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
• Bilingualism (French and English) required, with sufficient knowledge of English to interact regularly with groups and individuals based in Toronto and elsewhere

The team

When you browse top Scotiabank careers, you will find an environment that rewards high performance and invests in your growth. What we offer includes:

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• 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 supported by leadership through meaningful development conversations
• Clear, transparent criteria to progress in your career and internal training to support your growth