Investment Specialist
4 weeks ago
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Title: Financial Planner, Investment Specialist - Newmarket and Aurora Requisition ID: 189760
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 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. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
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.
Is this role right for you? In this role, you will:
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. 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.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
- 3 years of experience in financial planning and investment sales.
- You’re a mutual funds certified professional. 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) designation, and/or the Certified Financial Planner (CFP) designation.
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
- You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- 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.
What’s in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
- A compensation structure that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- Ability to provide an excellent client experience without going to the branch.
- 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.
Other Information
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
Location(s): Canada : Ontario : Aurora || Canada : Ontario : Newmarket
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.
Job Segment: Business Development, Outside Sales, Compliance, Investment Banking, Technical Support, Sales, Legal, Finance, Technology
-
Investment Specialist Associate
4 weeks ago
Newmarket, Canada Scotiabank Full timeRequisition ID: 189857 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Investment Specialist Associate
2 days ago
Newmarket, Canada Scotiabank Full timeRequisition ID: 189857 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Policy and Project Development Specialist
3 weeks ago
Newmarket, Canada York Region Full timeJob Title - Policy and Project Development Specialist - Status - Temporary Full-Time - Temporary - Approximate length of assignment, in months - 12 - Type of Position - an Addition to Staff - Start Date - Immediate - Salary - Per hour - Salary Grade - $49.52 - $53.81 - Department - York Region -> Community & Health Services -> Strategies and Partnerships -...
-
Policy and Project Development Specialist
3 weeks ago
Newmarket, Canada York Region Full time**Job Description**: **POSITION PURPOSE**: The Policy and Project Development Specialist will support the work of the Community Capacity and Funding unit, which facilitates coordination and delivery of the Community Investment Fund program and other initiatives such as Regional involvement in Ontario Health Teams. Reporting to the Program Manager, Community...
-
Marketing Specialist
2 weeks ago
Newmarket, Canada Oxford Properties Full timeWhy join us? Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. At Oxford, our culture is truly one of a kind. Across business lines and around the world, we embrace the complex and tackle opportunities with speed and agility. We are...
-
Marketing Specialist
2 weeks ago
Newmarket, Canada Oxford Properties Full timeWhy join us? Are you looking to join an innovative, global real estate company who builds communities and connects people to exceptional places? If so, we would love to tell you our story. At Oxford, our culture is truly one of a kind. Across business lines and around the world, we embrace the complex and tackle opportunities with speed and agility. We are...
-
Quality Assurance Specialist
5 days ago
Newmarket, Canada telMAX Inc. Full timetelMAX is a young and vibrant company based in York Region. We have ambitious plans to bring the residents of the area the latest Fibre Optic based Internet, TV, and Phone services. We stand out from the crowd, PC Magazine awarded us Canada’s fastest internet, and our rapidly expanding base of customers agree. We build and own our network, we don’t...
-
Business Sales Specialist
4 weeks ago
Newmarket, Canada Threeuk Full timeCompany DescriptionThree UK is a big network for the little or life-changing connections that make life richer. Our brand embodies the strength of our network and how we can provide better connectivity every day for every customer.Three UK was founded in 2003 to challenge the mobile industry, and now covers 99% of the UK outdoor population with its combined...
-
Business Sales Specialist
4 weeks ago
Newmarket, Canada Threeuk Full timeCompany DescriptionThree UK is a big network for the little or life-changing connections that make life richer. Our brand embodies the strength of our network and how we can provide better connectivity every day for every customer.Three UK was founded in 2003 to challenge the mobile industry, and now covers 99% of the UK outdoor population with its combined...
-
Business Sales Specialist
4 weeks ago
Newmarket, Canada Threeuk Full timeCompany DescriptionThree UK is a big network for the little or life-changing connections that make life richer. Our brand embodies the strength of our network and how we can provide better connectivity every day for every customer.Three UK was founded in 2003 to challenge the mobile industry, and now covers 99% of the UK outdoor population with its combined...
-
Quality Assurance Specialist
5 days ago
Newmarket, Ontario, Canada telMAX Inc. Full timetelMAX is a young and vibrant company based in York Region. We have ambitious plans to bring the residents of the area the latest Fibre Optic based Internet, TV, and Phone services. We stand out from the crowd, PC Magazine awarded us Canada's fastest internet, and our rapidly expanding base of customers agree.We build and own our network, we don't depend on...
-
Mortgage Specialist
2 months ago
Newmarket, Canada BMO Financial Group Full time3737 Major Mackenzie Drive Vaughan Ontario,L4H 0A2 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...
-
Process Engineering Specialist
1 month ago
Newmarket, Canada Magna International Inc. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Process Engineering Specialist Job Number: 65408 Group: Magna Mechatronics, Mirrors & Lighting Job Type: Permanent/Regular Location: Newmarket, ONTARIO, CA, L3X 2S2 About usWe see a future where everyone can live and move without...
-
Process Engineering Specialist
3 weeks ago
Newmarket, Canada Magna International Inc. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Process Engineering Specialist Job Number: 65408 Group: Magna Mechatronics, Mirrors & Lighting Job Type: Permanent/Regular Location: Newmarket, ONTARIO, CA, L3X 2S2 About usWe see a future where everyone can live and move without...
-
Newmarket, Canada NewRoads Mazda Full time**NewRoads **Mazda**, **a division of the NewRoads Automotive Group, is hiring a **Sales Business Development Coordinator. The **Business Development Coordinator role **is integral to our sales team and has a salary and bonus pay plan.** **Responsibilities of a Sales Business Development Coordinator role include**: - Maintain a log of all daily outbound...
-
Newmarket, Ontario, Canada NewRoads Mazda Full timeNewRoads Mazda, a division of the NewRoads Automotive Group, is hiring a Sales Business Development Coordinator. The Business Development Coordinator role is integral to our sales team and has a salary and bonus pay plan.Responsibilities of a Sales Business Development Coordinator role include:Maintain a log of all daily outbound activities in the CRM...
-
Mortgage Specialist
4 weeks ago
Newmarket, Canada Scotiabank Full timeRequisition ID: 168901 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At Scotiabank we are committed to being the institution of choice in the financial sector, providing superior products and services, and being a good corporate citizen to the benefit of our customers, shareholders, and staff. Our...
-
Newmarket, Canada VCA Animal Hospitals Full time**Veterinarian, DVM**: **Department: Surgery**: **Location: Newmarket, ON**: 404 Veterinary Emergency and Referral Hospital is welcoming a Veterinarian, Surgery on a permanent full-time basis to join our team. We pride ourselves on our team-centred philosophy toward patient care and client service. Our interdepartmental collaboration is fundamental to who...
-
Rvt, Er
3 weeks ago
Newmarket, Canada VCA Animal Hospitals Full time**RVT, ER - Casual/Relief Position**: **Newmarket, ON**: **404 Veterinary Emergency and Referral Hospital** is a large emergency and referral hospital located in Newmarket, ON, and we are welcoming a** Registered Veterinary Technician **to join our team on a **casual basis.** You will enjoy exposure to a diverse and stimulating caseload, and tap into the...
-
Newmarket, Canada VCA Full timeDVM, Internal Medicine Specialist Location: Newmarket, ON Canada 404 Veterinary Emergency + Referral Hospital is currently welcoming a Board-Certified Small Animal Internist or Residency Trained Veterinarian to join our specialty healthcare team in our internal medicine department. We are looking for an engaged, patient, and client-centered...
