About this role
Virtual Investment & Personal Banking Specialist
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
In this role, you will be working on-site to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
- Conducting virtual consultations with clients to develop personalized financial plans
- Proactively identify new opportunities for clients to optimize their financial well-being
- Educating our customers by providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing client relationships
- Developing, retaining and growing the business by delivering against individual and team sales goals that support a positive customer experience
What you need to succeed…
- The appetite and drive to build strong customer relationships and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast-paced environment
- Mutual Funds license and working towards the CIFP Diploma
- In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
- Strong knowledge of mutual funds, including fun