Become a key player at Scotiabank as a Virtual Financial Advisor in Calgary, guiding customers to optimize their financial wellbeing through tailored strategies and expert insights.
This position is dedicated to fostering client success through virtual consultations. You will develop personalized financial plans, identifying new opportunities and building strong relationships within the Canadian Banking Branch network. Your role emphasizes meeting sales targets while providing exceptional customer experiences.
Key Responsibilities:
• Facilitate virtual consultations for financial planning
• Proactively identify client financial optimization
• Deliver relevant insights and expert advice
• Create holistic plans to help clients achieve goals
• Build and nurture long-term client relationships
Requirements:
• Strong ability to forge customer relationships
• Proven sales achievement in a competitive environment
• Mutual Funds license, pursuing CIFP Diploma