Shape financial futures as a Virtual Financial Consultant with Scotiabank in Montreal. This role is focused on providing personalized financial advice through virtual consultations with clients. As a Virtual Financial Consultant, you will be critical in aiding clients in optimizing their financial goals.

Your responsibilities include developing comprehensive financial plans, educating customers on banking products, and nurturing long-term relationships. Success in this role means achieving both personal and team sales objectives while providing exceptional service. Key Responsibilities:

- Conduct virtual consultations to develop tailored financial plans
- Identify new opportunities for clients to improve financial well-being




- Provide expert financial advice and customer education
- Create holistic financial strategies to achieve client goals
- Build and cultivate strong, lasting client relationships Requirements:
- Robust customer relationship and service excellence skills
- Proven track record in meeting sales targets
- Mutual Funds license holder committed to CIFP Diploma
- Detailed knowledge of banking, credit, and mortgages
- Bilingual in French and English for effective collaboration Become an integral part of Scotiabank's mission to support client financial success in Montreal.

📌 Scotiabank Virtual Financial Consultant (Montreal)
🏢 Scotiabank
📍 Montreal