Scotiabank Virtual Financial Consultant
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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.
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