Virtual Financial Advisor - Mississauga (July) 1

Scotiabank • Scarborough, ON

2d • Onsite

About The Position

In this role, you will be working on-site at our Scarborough 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.

Requirements

• The appetite and drive to build strong customer relationships and deliver excellence 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.

Responsibilities

• Conducting virtual consultations with clients to develop personalized financial plans
• Proactively identify 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

Benefits

• A competitive compensation and benefits package.
• Recognition and reward for high-performance.
• Meaningful development conversations that enable faster advancement
• Internal training to support your growth
• Clear, transparent criteria to progress in your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed