Virtual Financial Advisor — Bilingual

6 days ago


Montreal, Canada Scotiabank Full time

A leading financial institution is seeking a Virtual Financial Advisor based in downtown Montreal. In this role, you will guide clients through financial journeys, providing tailored strategies and exceptional service. The ideal candidate has a Mutual Funds license, is pursuing a CIFP Diploma, and is bilingual in French and English. You will engage with clients to optimize their financial well-being, meet sales targets, and develop strong relationships. A competitive benefits package and a commitment to diversity and inclusion are offered.
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