Financial Planner, Investment Specialist

2 weeks ago

Old Toronto, Ontario, Canada Scotiabank Full time

Join a successful team that is committed to achieving results and operates within an inclusive and high-performing environment.

Position: Investment Specialist

  • Focus on building and strengthening client relationships within the mass affluent market by providing top-notch advice and service.
  • Utilize your entrepreneurial skills to grow your practice through long-term relationship building and leveraging external networks.
  • Emphasize the importance of offering investment and financial planning advice tailored to each client's goals.

If this opportunity aligns with your aspirations, you will:

  • Develop and expand proprietary investment business in the designated market area.
  • Create and implement business development plans for both existing clients and prospects.
  • Participate in local events and associations to enhance your network.

Key requirements for success in this role include:

  • Minimum of 3 years of experience in financial planning and investment sales.
  • Mutual funds certification and compliance with licensing requirements.
  • Completion of relevant financial planning designations.
  • Strong networking and interpersonal skills.
  • Goal-oriented mindset and ability to work autonomously or as part of a team.
  • Up-to-date knowledge of market trends and regulations.
  • Valid driver's license and access to a vehicle for client meetings.

What's in it for You?

  • Opportunity to shape your career in an entrepreneurial environment.
  • Flexible work schedule and location to accommodate client needs.
  • Compensation structure that recognizes and rewards client growth.
  • Access to cutting-edge resources and technology to support your development.
  • Building enduring client relationships based on exceptional advice.
  • Ability to offer outstanding service without requiring branch visits.
  • Collaboration with branches and access to premier asset management services.
  • An inclusive work culture that values diversity and respect.

Additional Information

Please be aware that this position offers a base salary along with variable pay, and it involves frequent travel.

Location: Canada : Ontario : Toronto

Scotiabank is a prominent financial institution in the Americas, dedicated to helping customers and communities achieve success through a wide array of services. At Scotiabank, diversity and inclusivity are highly valued, and accommodations can be provided upon request during the application process. To be considered for this role, please apply online. We appreciate all applicants' interest, and only those selected for an interview will be contacted.

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