Talent.com
Scotiabank
Virtual Financial Advisor at ScotiabankScotiabank • Toronto, Canada
Les candidatures ne sont plus acceptées
Virtual Financial Advisor at Scotiabank

Virtual Financial Advisor at Scotiabank

Scotiabank • Toronto, Canada
Il y a 11 jours
Type de contrat
  • Temps plein
Description de poste
Elevate customer financial journeys as a Virtual Financial Advisor with Scotiabank in Calgary. Provide tailored guidance, leveraging your expertise to create impactful financial strategies.

This role is positioned in Calgary, focusing on empowering clients through virtual consultations. You will develop personalized financial plans, proactively identify optimization opportunities, and nurture long-standing client relationships. Your contributions support the Canadian Banking Branch network while driving sales goals in a results-oriented culture.

Key Responsibilities: • Conduct virtual consultations to develop financial plans • Identify opportunities for clients’ financial optimization • Educate clients with relevant insights and expert advice • Build comprehensive plans using a holistic approach • Nurture strong, long-term client relationships

Requirements: • Strong aptitude for building customer relationships • Proven ability to exceed sales targets • Mutual Funds license and pursuing CIFP Diploma • In-depth knowledge of retail banking products • Strong understanding of mutual funds and compliance

Bring your expertise in finance, sales proficiency, and customer-focused service to make an impact with Scotiabank. #J-18808-Ljbffr
Créer une alerte emploi pour cette recherche

Virtual Financial Advisor at Scotiabank • Toronto, Canada

Offres similaires

Hybrid Financial Advisor at Toronto Metro

Toronto Metropolitan UniversityToronto, ON, CA
Temps plein

Transform financial management practices at Toronto Metropolitan University as a Financial Advisor.This hybrid role focuses on delivering strategic financial advisory services across departments.As... Voir plus

 • Offre sponsorisée

Insurance Advisor at Levine Financial Group

Nicola WealthToronto, ON, CA
Temps plein

Accelerate your career as an Insurance Advisor with Levine Financial Group in Toronto.This role focuses on delivering tailored insurance solutions for physicians while working collaboratively with ... Voir plus

 • Offre sponsorisée

Contract Financial Manager at Mercor

MercorToronto, ON, CA
Temporaire

Join Mercor as a Contract Financial Manager and apply your financial acumen in a remote setting.This role focuses on solving financial challenges to enhance AI research capabilities.As part of Merc... Voir plus

 • Offre sponsorisée

Mortgage Specialist for Renewals at First National

First National FinancialToronto, ON, CA
Temps plein

Elevate your career as a Mortgage Specialist focused on client retention at First National, Toronto, Ontario.Engage with clients for renewals and consult on mortgage savings solutions.As a full-tim... Voir plus

 • Offre sponsorisée

Financial Advisor at Meridian Guelph Branches

Meridian Credit UnionToronto, ON, CA
Temps plein

Take on an impactful role with Meridian as a Financial Advisor in Guelph.Your expertise will guide Members in achieving their financial goals through customized solutions and advice.This senior Fin... Voir plus

 • Offre sponsorisée

Bilingual Renewals Advisor at Equitable Bank

Equitable GroupToronto, ON, CA
Temps plein

Drive customer retention as a Bilingual Renewals Advisor with Equitable Bank.This role emphasizes superior service and negotiating renewal terms for residential mortgages in both English and French... Voir plus

 • Offre sponsorisée

Personal Banking Advisor at TD Canada Trust

TDToronto, ON, CA
Temps plein

Become a Personal Banking Advisor with TD Canada Trust in Toronto, Ontario, and leverage your financial expertise to enhance client relationships and provide comprehensive advice.This role focuses ... Voir plus

 • Offre sponsorisée

Financial Advisor At Primerica

Toronto, ONToronto, Canada
Temps plein

Transform lives by empowering clients with financial advice as a Financial Advisor at Primerica.Help individuals achieve financial success through personalized solutions and targeted strategies.At ... Voir plus

 • Offre sponsorisée

Licensed Investment Advisor Assistant - richmond hill

The Mullings Grouprichmond hill, on, ca
Temps plein

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Voir plus

 • Offre sponsorisée

Business Analyst - richmond hill

fintexrichmond hill, on, ca
Temps plein

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Voir plus

 • Offre sponsorisée

Corporate Banking Associate at RBC

0000050599 RBC Dominion Securities Inc.Toronto, ON, CA
Temps plein

Join RBC Capital Markets as a Corporate Banking Associate and support the Canadian Power and Utilities team.Contribute to credit facility management and strengthen your financial skills in a collab... Voir plus

 • Offre sponsorisée

Client-First Wealth & Portfolio Advisor

Optimize Financial GroupToronto, ON, CA
Temps plein

A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions.This role involves conducting client meetings, understanding financi... Voir plus

 • Offre sponsorisée

Experienced Wealth Advisor at CC&L

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA
Temps plein

Elevate your financial advisory career as a Wealth Advisor with CC&L Private Capital, serving clients nationwide.Focus on developing significant client relationships and customized solutions.As an ... Voir plus

 • Offre sponsorisée

Strategic Client Manager at State Street

Charles River DevelopmentToronto, ON, CA
Temps plein

Take on the role of Strategic Client Manager at Charles River, situated in office.This position focuses on maintaining strong client relationships and delivering investment trading software solutio... Voir plus

 • Offre sponsorisée

Financial Advisor Role at Scotiabank

ScotiabankNewmarket, ON, CA
Temps plein

Enhance your career as a Financial Advisor with Scotiabank in Newmarket, Ontario.Engage with customers to provide tailored financial solutions and insights that matter.In this customer-centric role... Voir plus

 • Offre sponsorisée

Mobile Mortgage Advisor Assistant at CIBC

CIBCRichmond Hill, York Region, CA
Temps partiel

Become a valuable team member at CIBC as a Mobile Mortgage Advisor Assistant.Support the Mortgage Advisor to enhance client satisfaction and streamline the mortgage process with flexible working ar... Voir plus

 • Offre sponsorisée

Client Service Associate at CI Financial

CI FinancialToronto, ON, CA
Temps plein

Elevate your career as a Client Service Associate at CI Financial.Engage directly with Financial Advisors, providing essential support in a collaborative, in-office setting four days a week.CI Fina... Voir plus

 • Offre sponsorisée

Regional Financial Advisor (Virtual)

CU Financial ManagementToronto, ON, CA
Temps plein

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Voir plus

 • Offre sponsorisée

Financial Business Analyst at Collabera

CollaberaToronto, ON, CA
Temps plein

Advance your career as a Business Analyst with Collabera, concentrating on the financial industry and mortgage technology solutions.Utilize your domain knowledge to fulfill critical business requir... Voir plus

 • Offre sponsorisée

Cash Management Specialist at Fidelity Canada

Fidelity CanadaToronto, ON, CA
Temps plein

Elevate your finance career as a Cash Management Specialist with Fidelity Canada.This hybrid contract role focuses on electronic payments and cheque management on a flexible schedule.As a Cash Mana... Voir plus