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Scotiabank Virtual Financial ConsultantScotiabank • Montreal (administrative region), QC, Canada
Scotiabank Virtual Financial Consultant

Scotiabank Virtual Financial Consultant

Scotiabank • Montreal (administrative region), QC, Canada
30+ days ago
Job type
  • Full-time
Job description
Shape financial futures as a Virtual Financial Consultant with Scotiabank in Montreal. This role is focused on providing personalized financial advice through virtual consultations with clients. As a Virtual Financial Consultant, you will be critical in aiding clients in optimizing their financial goals. Your responsibilities include developing comprehensive financial plans, educating customers on banking products, and nurturing long-term relationships. Success in this role means achieving both personal and team sales objectives while providing exceptional service. Key Responsibilities: • Conduct virtual consultations to develop tailored financial plans • Identify new opportunities for clients to improve financial well-being • Provide expert financial advice and customer education • Create holistic financial strategies to achieve client goals • Build and cultivate strong, lasting client relationships Requirements: • Strong customer relationship and service excellence skills • Proven track record in meeting sales targets • Mutual Funds license holder committed to CIFP Diploma • Detailed knowledge of banking, credit, and mortgages • Bilingual in French and English for effective collaboration Become an integral part of Scotiabank's mission to support client financial success in Montreal. #J-18808-Ljbffr
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Scotiabank Virtual Financial Consultant • Montreal (administrative region), QC, Canada

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