Investment Specialist

1 week ago

Toronto, Ontario, Canada Scotiabank Full time
Join the Global Community of Scotiabankers to help customers become better off.

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.

As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.

You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice.

Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.


Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Providing client centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
Conducting complimentary needs analysis across several financial statements, including competitor statements.

  • Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network.
Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

3 years of experience in financial planning and investment sales.

  • You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Successfully completed the Personal Financial Planning (PFP(R)) designation, and/or the Certified Financial Planner (CFP(R)) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.


A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.


  • Access to leading edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
  • A work culture that promotes diversity, respect, and inclusion.
As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries.

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 online to be considered for this role. Never supply bank or financial information to advertisers.

If bank details or money are requested for a job vacancy, email .People who were interested in this job also applied for these similar roles.

#

  • Bilingual Sr. Strategist Investment Product Specialist

    1 week ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Posted 2 days ago Hybrid Job Permanent...

  • Bilingual Sr. Strategist Investment Product Specialist

    1 week ago

    Old Toronto, Ontario, Canada MFS Investment Management Full time

    Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal MFS Investment Management Toronto, Canada Posted 2 days ago Hybrid Job Permanent...

  • Bilingual Sr. Strategist Investment Product Specialist

    1 week ago

    Toronto, Ontario, Canada MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the...

  • Investment Specialist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Financial Planner, Investment Specialist - Downtown Toronto Financial Planner, Investment Specialist - Downtown Toronto As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice...

  • Investment Specialist

    1 week ago

    Toronto, Ontario, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department Overview At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we'll ensure you always have the opportunity to...

  • Investment Specialist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality...

  • Investment Specialist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...

  • Investment and Retirement Specialist

    1 week ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. You'll be joining CIBC's Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you'll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable...

  • Inside Investment Specialists

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 173172Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Mobile Advice Team is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every customer realize their financial dreams The Inside Investment Specialist role is an excellent...

  • Alternative Investment Specialist

    1 week ago

    Toronto, Ontario, Canada Manulife Insurance Malaysia Full time

    Alternative Investment Specialist page is loaded Alternative Investment Specialist Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our...

  • Alternative Investment Specialist

    1 week ago

    Toronto, Ontario, Canada Manulife Full time

    Job Description Manulife Investment Management Manulife Investment Management is the brand for the global wealth and asset management segment of Manulife Financial Corporation. Our mission is to make decisions easier and lives better by empowering investors for a better tomorrow. Serving more than 17 million individuals, institutions, and retirement plan...

  • Alternative Investment Specialist

    1 week ago

    Old Toronto, Ontario, Canada Manulife Insurance Malaysia Full time

    Alternative Investment Specialist page is loaded Alternative Investment Specialist Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental...

  • Marketing Specialist

    1 week ago

    Toronto, Ontario, Canada Mawer Investment Management Full time

    The Opportunity Mawer Investment Management Ltd. has an immediate opening for a Marketing Specialist. Reporting to the Head of Marketing and Communications, the successful candidate will work closely with the marketing team, as well as external and internal stakeholders, to successfully execute a wide variety of marketing initiatives to meet the firm's...

  • Investment Marketing Specialist

    1 week ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    Description Who We Are At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...

  • Investment & Retirement Specialist

    1 week ago

    Toronto, Ontario, Canada Canada Life Assurance Company Full time

    Job Description:We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life.What you will do Proactively engage with clients who are considering withdrawing their assets, understanding their concerns, and...

  • Alternative investment specialist

    1 week ago

    Toronto, Ontario, Canada Société Financière Manuvie Full time $123,400 - $229,300

    Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l'ensemble de nos...

  • Financial Planner, Investment Specialist

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 197385 Join the Global Community of Scotiabankers to help customers become better off.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...

  • Associate, Direct Investing Specialist

    1 week ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Financial Planner, Investment Specialist

    4 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 199109Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...

  • Financial Planner, Investment Specialist

    1 month ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 199109Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...