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Scotiabank Virtual Financial Consultant

Scotiabank
Location 📍 montreal, Canada
Posted 📅 June 01, 2026
Work Type ⏰ Full-time

Position Overview

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:
• Conduct virtual consultations to develop tailored financial plans
• Identify new opportunities for clients to improve financial well-being
• Provide expert financial advice and customer education
• Create holistic financial strategies to achieve client goals
• Build and cultivate strong, lasting client relationships

Requirements:
...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
montreal, Canada