Virtual Financial Advisor - Halifax, Nova Scotia

Scotiabank; Halifax; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Training & development

Recognition & advancement

Job summary

Scotiabank is seeking a Virtual Financial Advisor to work on-site at our Halifax office. You will guide clients through their financial journeys, providing expert advice and creating tailored financial strategies to help them reach their goals.

You will build comprehensive plans, educate customers, and nurture long-term relationships while contributing to sales targets and an excellent customer experience. Mutual funds knowledge is preferred but not mandatory.

Qualifications

• Ability to build strong customer relationships and deliver excellent service.
• Proven track record of meeting/exceeding sales targets in a fast-paced environment.
• Knowledge of retail banking products, including credit, mortgages, and loans.

Responsibilities

• Conduct virtual consultations with clients to develop personalized financial plans.
• Proactively identify opportunities to optimize clients' financial well-being.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans using a holistic approach to help clients achieve goals.
• Nurture long-standing client relationships.
• Develop and grow the business by delivering against sales goals and customer experience targets.

Skills

Client relationship building

Sales target achievement

Financial planning

Virtual consultations

Customer education

Education

Mutual Funds License (asset)

CIFP Diploma (in progress)

Job description

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Requisition ID: 269978
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 at our Halifax 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…

Mutual Funds License and progress toward the CIFP Diploma are considered assets but are not mandatory requirements for this role

• 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
• 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 : Nova Scotia : Halifax

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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.