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 setting 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 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.