Virtual Investment & Personal Banking Specialist

Virtual Investment & Personal Banking Specialist

Requisition ID:

As a Virtual Financial Advisor at Scotiabank, you will help employees and clients build their futures and achieve their financial goals.

What you’ll be doing

• Conduct virtual consultations to develop personalized financial plans.
• Identify new opportunities for clients to optimize their financial well‑being.
• Educate customers with relevant insights and expert advice.
• Build comprehensive plans using a holistic approach to support clients’ goals.
• Nurture strong, long‑standing client relationships.
• Develop, retain, and grow the business by achieving individual and team sales goals.

What you need to succeed

• Strong customer‑relationship skills and a commitment to excellent service.
• Proven ability to meet and exceed sales targets i...