Virtual Financial Advisor - Calgary, Alberta

Scotiabank; Calgary; On-site; CAD 55,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Virtual Financial Advisor to guide clients virtually from our Calgary office, delivering tailored financial plans and expert advice. You will build strong client relationships, educate customers, and identify opportunities to enhance their financial wellbeing, while meeting sales objectives.

The role requires mutual funds knowledge and licenses, with on-site work in Calgary as part of Canada’s banking network.

Qualifications

• Appetite and drive to build strong customer relationships and deliver service excellence.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• In-depth understanding of retail banking products, including credit, mortgages and personal loans.
• Strong knowledge of mutual funds, fund types, performance evaluation and regulatory compliance.

Responsibilities

• Conduct virtual consultations to develop personalized financial plans.
• Proactively identify opportunities to optimize clients' financial well‑being.
• Educate clients with relevant insights and expert advice.
• Build comprehensive plans using a holistic approach to achieve goals.
• Nurture long‑standing client relationships and trust.
• Develop and grow business by meeting sales goals while delivering a positive experience.

Skills

Client relationship management

Sales targets

Financial advice

Mutual funds knowledge

Education

Mutual Funds license

CIFP Diploma (in progress)

Job description

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!

Role

What you’ll be doing… In this role, you will be working on-site at our Calgary office 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 fund types, performance evaluation, risk assessment, and compliance with regulatory standards.

What we’re offering…

• The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our customers.
• Recognition and reward for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
• You’ll receive clear, transparent criteria to progress in your career. #VFA

Location(s)

Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here.