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Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 269978
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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 in office at our Halifax 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 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
What you need to succeed…




Mutual Funds License and progress toward the CIFP Diploma are considered assets but are not mandatory requirements for this role
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
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.
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 growth
You'll receive clear, transparent criteria to progress in your career. #VFA
Location(s): Canada : Nova Scotia : Halifax
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

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📌 Virtual Financial Advisor - Halifax, Nova Scotia
🏢 Scotiabank
📍 Nova Scotia