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Virtual Financial Advisor Jobs in Toronto, ON (NOW HIRING)

Sun Life Financial

Financial Planner, EFPS

Toronto, ON · Hybrid

... Advisors and Field Leaders in the delivery of financial plans and regional training through various channels (e.g. virtual and on-site sessions, etc.). What will you do? * Development and design of ...

Sun Life Financial

Financial Planner, EFPS

Toronto, ON · Hybrid

... Advisors and Field Leaders in the delivery of financial plans and regional training through various channels (e.g. virtual and on-site sessions, etc.). What will you do? * Development and design of ...

Optimize Financial Group

Be Seen First

Business Development Representative

Toronto, ON · On-site

This role is all about picking up the phone, building relationships with financial advisors, and ... Comfortable hosting virtual presentations and closing business * Strong attention to detail and ...

HollisWealth

Investment Advisor

Toronto, ON · Hybrid

Investment Advisor _____ Build The Future With Us The iA Wealth Advice Centre at iA Private Wealth ... virtual and digital channels, our team is dedicated to helping clients achieve their financial ...

Aritzia

Style Advisor

Toronto, ON

Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...

Aritzia

Style Advisor

Markham, ON

Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ...

AO Globe Life

Be Seen First

Remote Insurance Advisor | Work From Home

Mississauga, ON · Remote

CA$90K - CA$250K/yr

... financial future. This is a commission-based sales career where your effort, consistency, and ... No purchasing leads * 100% virtual client meetings * Comprehensive training and one-on-one ...

National Bank

Banking advisor

Richmond Hill, ON · On-site

... personal financing, made-to-measure insurance and estate planning needs. * Support your clients ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...

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Virtual Financial Advisor information

What is a virtual financial advisor?

A Virtual Financial Advisor is a finance professional who provides financial planning, investment advice, and related services to clients remotely, typically through phone calls, video conferencing, and online platforms. They help clients set and achieve financial goals, manage investments, and plan for retirement or other major life events, all without the need for in-person meetings. This modern approach offers clients flexibility, convenience, and access to a wider range of advisors regardless of geographical location.

What does a virtual financial advisor do?

A virtual financial advisor helps clients choose investments and develop short- and long-term financial planning strategies. In this role, you typically do not meet your clients in person; you communicate with clients through phone calls, emails, video conferences, and chat applications. The job duties of a financial advisor include assessing your clients' current financial condition by reviewing their assets, investments, and other financial decisions they have made, such as retirement plans and life insurance policies. Once you have evaluated their finances, you determine an investment and budgeting plan to meet your client's financial goals. The plan may include a regular savings deposit to increase their emergency funds, opening college accounts for children, or investing in retirement plans.

What are the key skills and qualifications needed to thrive as a virtual financial advisor?

To thrive as a Virtual Financial Advisor, you need strong financial planning knowledge, analytical abilities, and typically a bachelor’s degree in finance or a related field, along with relevant certifications such as CFP or CFA. Familiarity with digital financial planning platforms, CRM systems, and secure communication tools is essential. Excellent communication, trust-building, and self-motivation are critical soft skills for engaging and retaining clients remotely. These competencies are vital for delivering effective financial advice, maintaining regulatory compliance, and fostering client relationships in a digital environment.

How does a virtual financial advisor typically build and maintain client relationships in a remote environment?

As a Virtual Financial Advisor, building strong client relationships relies heavily on effective communication through digital channels, such as video calls, emails, and secure messaging platforms. Advisors must be proactive in scheduling regular check-ins, providing timely updates, and using technology to personalize the client experience. Trust and rapport are established by being responsive, transparent, and offering tailored financial advice, even without in-person meetings. Leveraging digital tools for portfolio management and financial planning also helps advisors stay organized and accessible, fostering long-term client loyalty.

What is the difference between Virtual Financial Advisor vs Financial Planner?

AspectVirtual Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote/online platformIn-person or remote consultations
Employer & Industry UsageFinancial services firms, online platformsIndependent or firm-based financial services
Search & Comparison IntentComparing online advisory servicesComparing traditional financial planning services

Virtual Financial Advisors primarily operate remotely, providing online financial advice, often through digital platforms. Financial Planners may work in person or remotely, offering comprehensive financial planning. Both roles require similar certifications and serve clients in the financial industry, but their work environments and service delivery methods differ.

More about Virtual Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Toronto, ON?

The most popular types of Financial Advisor jobs in Toronto, ON are:

What are popular job titles related to Virtual Financial Advisor jobs in Toronto, ON?

For Virtual Financial Advisor jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Virtual Financial Advisor jobs in Toronto, ON look for?

The top searched job categories for Virtual Financial Advisor jobs in Toronto, ON are:

Virtual Financial Advisor jobs near you
Infographic showing various Virtual Financial Advisor job openings in Toronto, ON as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution.

Virtual Financial Advisor - Mississauga

Mississauga, ON • On-site

Scotiabank
Banking and Credit Intermediation • 10K+ employees
Learn more about Scotiabankexternal

Full-time

Re-posted 5 days ago

Job description

Requisition ID: 268872 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As Virtual Financial Advisor at Scotiabank we help employees build their futures where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here!

What you'll be doing... In this role, you will be working on-site at our Mississauga office to virtually guide clients through their financial journeys, providing expert advice and creating tailored strategies to help them achieve their financial goals. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:

  • Conducting virtual consultations with clients to develop personalized financial plans
  • Proactively identify new opportunities for clients to optimize their financial well-being
  • Educating our customers by providing relevant insights and expert advice
  • Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
  • Nurturing strong, long-standing client relationships
  • Developing, retaining and growing the business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed...

  • The appetite and drive to build strong customer relationships and deliver excellence customer service
  • The proven ability to meet and exceed sales targets in a fast-paced environment
  • Mutual Funds license and working towards the CIFP Diploma
  • In-depth understanding of retail banking products and services, including credit products, mortgages, and personal loans.
  • Strong knowledge of mutual funds, including fund types, performance evaluation, risk assessment, and compliance with regulatory standards.

What we're offering...

  • The opportunity to join a forward-thinking organization where a collaborative team of innovative thinkers surrounds you.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities- for you and our customers.
  • Recognition and reward for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth
  • You'll receive clear, transparent criteria to progress in your career. 

Location(s):  Canada : Ontario : Mississauga || Canada : Ontario : Scarborough 
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply