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 robust 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. #J-18808-Ljbffr