Location
montreal
Posted
June 01, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Shape financial futures as a Virtual Financial Consultant with Scotiabank in Montreal. This role is focused on providing personalized financial advice through virtual consultations with clients.
As a Virtual Financial Consultant, you will be critical in aiding clients in optimizing their financial goals. Your responsibilities include developing comprehensive financial plans, educating customers on banking products, and nurturing long-term relationships. Success in this role means achieving both personal and team sales objectives while providing exceptional service.
Key Responsibilities:
β’ Conduct virtual consultations to develop tailored financial plans
β’ Identify new opportunities for clients to improve financial well-being
β’ Provide expert financial advice and customer education
β’ Create holistic financial strategies to achieve client goals
β’ Build and cultivate strong, lasting client relationships
Requirements:
...
As a Virtual Financial Consultant, you will be critical in aiding clients in optimizing their financial goals. Your responsibilities include developing comprehensive financial plans, educating customers on banking products, and nurturing long-term relationships. Success in this role means achieving both personal and team sales objectives while providing exceptional service.
Key Responsibilities:
β’ Conduct virtual consultations to develop tailored financial plans
β’ Identify new opportunities for clients to improve financial well-being
β’ Provide expert financial advice and customer education
β’ Create holistic financial strategies to achieve client goals
β’ Build and cultivate strong, lasting client relationships
Requirements:
...