Scotiabank Virtual Financial Consultant

6 days ago

Montreal, Quebec, Canada Scotiabank Full-time
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
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¢ Conduct virtual consultations to develop tailored financial plans â€
¢ Identify new opportunities for clients to improve financial well-being â€
¢ Provide expert financial advice and customer education â€
¢ Create holistic financial strategies to achieve client goals â€
¢ Build and cultivate strong, lasting client relationships

Requirements:
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¢ Strong customer relationship and service excellence skills â€
¢ Proven track record in meeting sales targets â€
¢ Mutual Funds license holder committed to CIFP Diploma â€
¢ Detailed knowledge of banking, credit, and mortgages â€
¢ Bilingual in French and English for effective collaboration Become an integral part of Scotiabank's mission to support client financial success in Montreal.