Talent.com
Scotiabank
Virtual Financial Advisor at ScotiabankScotiabank • Toronto, Canada
No longer accepting applications
Virtual Financial Advisor at Scotiabank

Virtual Financial Advisor at Scotiabank

Scotiabank • Toronto, Canada
11 days ago
Job type
  • Full-time
Job description
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
Create a job alert for this search

Virtual Financial Advisor at Scotiabank • Toronto, Canada

Similar jobs

Insurance Advisor at Levine Financial Group

Nicola WealthToronto, ON, CA
Full-time

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 ... Show more

 • Promoted

Contract Financial Manager at Mercor

MercorToronto, ON, CA
Temporary

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... Show more

 • Promoted

Client Service Associate at CI Financial

CI FinancialToronto, Ontario, Canada
Full-time

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... Show more

 • Promoted

Bilingual Renewals Advisor at Equitable Bank

Equitable GroupToronto, ON, CA
Full-time

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... Show more

 • Promoted

Personal Banking Advisor at TD Canada Trust

TDToronto, ON, CA
Full-time

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 ... Show more

 • Promoted

Financial Analysis Manager at RBC

RBCToronto
Full-time

Explore a career as a Manager for Financial Analysis and Portfolio Controls at RBC.This role emphasizes data-driven insights, financial reporting, and operational excellence.The Manager will be par... Show more

 • Promoted

Financial Services Coordinator at CI Financial

CI FinancialToronto, Ontario, Canada
Full-time

Join CI Financial as a Financial Services Coordinator, where your accuracy and client service skills will shine.This in-office role requires dedication and an eagerness to learn within a dynamic te... Show more

 • Promoted

Sales Representative Remote at Medavie Blue Cross

MedavieToronto, Ontario, Canada
Remote
Permanent

Drive sales success with Medavie Blue Cross as a Sales Representative - Brokerage, working remotely from Montréal or Québec City.You'll implement strategic sales policies to engage diverse groups a... Show more

 • Promoted

Corporate Banking Associate at RBC

0000050599 RBC Dominion Securities Inc.Toronto, ON, CA
Full-time

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... Show more

 • Promoted

Client-First Wealth & Portfolio Advisor

Optimize Financial GroupToronto, ON, CA
Full-time

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... Show more

 • Promoted

Mobile Mortgage Advisor Assistant at CIBC

CIBCRichmond Hill
Full-time +1

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... Show more

 • Promoted

Experienced Wealth Advisor at CC&L

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA
Full-time

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 ... Show more

 • Promoted

Strategic Client Manager at State Street

Charles River DevelopmentToronto, ON, CA
Full-time

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... Show more

 • Promoted

Disbursement Associate at Foresters Financial

Foresters FinancialToronto
Full-time

Join Foresters Financial as a Disbursement Associate, where your expertise in processing disbursements and handling financial queries will ensure customer satisfaction.This role requires analytical... Show more

 • Promoted

AVP of Financial Reporting Services at State Street

State StreetToronto, ON, CA
Full-time

Take charge as AVP of Financial Reporting Services at State Street, guiding the team in managing client financial statements and regulatory disclosures.Ensure top-tier client engagement and complia... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementToronto, ON, CA
Full-time

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... Show more

 • Promoted

Financial Advisor Role at CIHI

CGI NjoynToronto, Ontario, Canada
Full-time

Join CIHI as a Financial Advisor in Toronto or Ottawa to transform health care decision-making.Utilize your financial skills to support managers in budgeting and financial analysis.In this Finance ... Show more

 • Promoted • New!

Financial Advisor at Meridian Guelph Branches

Meridian Credit UnionToronto, Ontario, Canada
Full-time

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... Show more

 • Promoted

Hybrid Financial Advisor at Toronto Metro

Toronto Metropolitan UniversityToronto
Full-time

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... Show more

 • Promoted

Financial Business Analyst at Collabera

CollaberaToronto, ON, CA
Full-time

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... Show more