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ScotiabankSC

Virtual Financial Advisor - Mississauga (July)

Scotiabank is a Canadian multinational banking and financial services company, offering personal and commercial banking, wealth management, and corporate and investment banking services to over 25 million customers globally.

Scotiabank

Employee count: 5000+

Canada only

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  • 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.

    Location(s): [[mfield3]]

    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. 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.

    About the job

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    Job type

    Full Time

    Experience level

    Education

    Postgraduate degree

    Location requirements

    Hiring timezones

    Canada +/- 0 hours

    About Scotiabank

    Learn more about Scotiabank and their company culture.

    View company profile

    Scotiabank is a leading financial services provider in the Americas, dedicated to helping customers, their families, and their communities achieve success through a broad range of advice, products, and services. Our customers are at the heart of everything we do, and we strive to be their most trusted financial partner. We understand that navigating the complexities of personal and commercial banking, wealth management, and corporate and investment banking can be challenging. That's why we focus on delivering clear, tailored advice and innovative solutions to meet their diverse financial needs. Whether it's individuals looking to manage their day-to-day finances, save for the future, or make significant life purchases, or businesses aiming to grow, expand into new markets, or manage their capital effectively, Scotiabank is committed to providing the support and expertise required for their financial well-being and prosperity.

    Our approach is centered on earning primary client relationships by leading with advice and following with comprehensive solutions. We are continuously working to create consistently high-quality experiences across all our channels, making it easier for our clients to bank with us. This involves simplifying access to our products and services and investing in technology to enhance digital experiences. For our business clients, from small enterprises to large corporations, we offer a suite of services designed to support their growth and operational efficiency. This includes corporate lending, capital markets access, and specialized financial advisory. We also recognize the critical importance of the global transition to a net-zero economy and are committed to supporting our clients in this journey through our differentiated footprint and expertise. Our dedication extends to the communities we serve, where we aim to make a positive impact through various initiatives and support programs, reflecting our purpose: 'for every future'.

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