Job Description
Virtual Investment & Personal Banking Specialist
Requisition ID:
As a Virtual Financial Advisor at Scotiabank, you will help employees and clients build their futures and achieve their financial goals.
What you’ll be doing
- Conduct virtual consultations to develop personalized financial plans.
- Identify new opportunities for clients to optimize their financial well‑being.
- Educate customers with relevant insights and expert advice.
- Build comprehensive plans using a holistic approach to support clients’ goals.
- Nurture strong, long‑standing client relationships.
- Develop, retain, and grow the business by achieving individual and team sales goals.
What you need to succeed
- Strong customer‑relationship skills and a commitment to excellent service.
- Proven ability to meet and exceed sales targets in a fast‑paced environment.
- Mutual Funds license a...