Financial Planner, Investment Specialist, Moncton or Bathurst NB
1 month ago
Requisition ID: 188598
Join a dynamic team focused on achieving results in an inclusive and high-performing environment.
We're looking for an Investment Specialist who:
- Focuses on developing client relationships within the mass affluent market.
- Thrives on building long-term relationships, leveraging external networks and centers of influence.
- Provides investment and financial planning advice to help clients achieve their goals.
- Excels at building new relationships and meeting clients at their convenience.
- Works within a collaborative framework for mutual benefit.
Role Responsibilities:
- Execute business development plans in the mass affluent market.
- Provide client-centric investment solutions through financial planning.
- Engage in community involvement to expand your network.
Skills required:
- 3 years of experience in financial planning and investment sales.
- Mutual funds certified professional with knowledge of regulatory requirements.
- Goal-oriented, entrepreneurial, and able to work independently.
- Extensive knowledge of market trends and economic conditions.
- Valid driver's license and access to a vehicle.
What we offer:
- Entrepreneurial culture with career development opportunities.
- Flexible work environment with a compensation structure that rewards growth.
- Access to resources to support your growth and client relationships.
- Diverse and inclusive work culture.
Location: Canada : New Brunswick : Moncton
Scotiabank is a leading bank focused on helping customers achieve success through a range of services. We value diversity and inclusion and provide an accessible environment for all. To apply, visit our website directly. Thank you for considering a career with us
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