Investment Specialist
1 month ago
Join our team
Are you looking to step into the role of Investment Specialist at Scotiabank? If so, read on to see if this opportunity is a good fit for you:
- Business Development: Implement business plans for clients within the mass affluent market, identifying growth opportunities and facilitating investment solutions.
- Client-Centric Approach: Offer personalized investment advice through a financial planning framework while staying connected with clients for future opportunities.
- Community Engagement: Actively participate in local events and associations to expand your network and deliver financial education sessions.
Key Requirements:
- 3 years experience in financial planning and investment sales.
- Mutual funds certification and compliance with licensing requirements.
- Working towards a Financial Planning designation.
- Strong networking and client acquisition skills.
- Goal-oriented and entrepreneurial mindset.
- Knowledge of market trends and regulatory environment.
- Valid driver's license and access to a vehicle.
What's in it for you?
- Freedom to grow your career in an entrepreneurial culture.
- Flexible work environment with the ability to set your own schedule.
- Rewards for expanding and maintaining your client base.
- Access to cutting-edge resources to support your growth.
- Opportunity to build strong client relationships and provide exceptional service.
- Culture that promotes diversity and respect.
Additional Details
This role offers both a base salary and variable pay. Expect frequent travel as this is a mobile position located in Victoria, British Columbia, Canada. If you're ready to join a global team dedicated to superior customer service, apply online now
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