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Scotiabank Virtual Financial Consultant

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Scotiabank
πŸ“ montreal, Canada
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Location montreal
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Posted June 01, 2026
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Commute Local Area
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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:
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πŸ“ Location Details

πŸŒ†
City
montreal
πŸ—ΊοΈ
Country
Canada
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Commute
Local Area

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