Virtual Financial Advisor - Halifax, NS

Scotiabank; Halifax; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team in Halifax. This role centers around building strong customer relationships and delivering exceptional service while meeting sales targets. You'll have the opportunity to make a real impact on clients' futures by providing tailored advice and solutions. The organization values diversity and inclusion, offering a supportive environment for personal and professional growth. If you're driven to succeed and passionate about helping others, this position could be the perfect fit for you!

Benefits

Competitive compensation

Benefits package

Career advancement opportunities

Internal training programs

Qualifications

• Strong drive to build customer relationships and deliver excellent service.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Discover customer needs and provide relevant insights and advice.
• Build comprehensive plans to help customers achieve their goals.

Skills

Customer Relationship Management

Sales Target Achievement

Problem Solving

Customer Service

Education

Mutual Funds License

CIFP Diploma (in progress)

Job description

Requisition ID: 223454

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Location: Please note this position is located in Halifax, Nova Scotia. It is an in-office position, supporting clients virtually.

What your role will be…

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…

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
• Educating our customers, 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 relationships
• Developing, retaining and growing the branch 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 excellent customer service
• The proven ability to meet and exceed sales targets in a fast-paced environment that align to a customer’s stated goals
• To uncover and solve for customers’ needs
• Mutual Funds license and working towards the CIFP Diploma

What we’re offering…

• A competitive compensation and benefits package
• An organization committed to making a difference in our communities– for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development
• You’ll receive clear, transparent criteria to progress in your career

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 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 during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.