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 strong customer connections
- Proven ability to meet sales goals in energetic 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.