Investment Specialist Associate

5 months ago

Montréal, Canada Scotiabank Full time

Requisition ID: 150824

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 build long-lasting client relationships - with the goal to progress into an Investment Specialist within six months.

**Is this role right for you? In this role, you will**:
Learn and master the skills to promote the development and sustainable growth of proprietary investment business by:

- Developing and implementing a structured business development strategy.
- Developing strategic sales plans for prospects and existing clients.
- Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities.
- Providing clients with an initial review of their existing financial plan or creating a new financial plan.
- Conducting complimentary needs analysis across several financial statements, including competitor statements.
- Conducting market research to understand market trends.
- Building and maintaining a market profile in the assigned market area.
- Participating in local professional and community events and associations to develop your network.
- Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
- Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
- Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners.
- Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members.

**Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**:

- Post-secondary education in Business or related field
- ** 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).
- **You are actively working towards a Financial Planning designation**. You will be required to complete the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) or Institut québécois de planification financière (IQPF for Quebec residents) designation within 6 months.
- Highly effective verbal and written communication skills.
- Ability to work independently as a self-motivated entrepreneur.
- An understanding of the Brokerage / Wealth Management and Online Brokerage environments.
- A valid driver's license and access to a vehicle, to travel to meet clients and prospects within the designated district.
- Second language an asset depending on target markets.

**What’s in it for you?**
- An entrepreneurial culture with the freedom to develop your career.
- 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.

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Lasalle

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.

  • Investment Specialist Associate, Montreal

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 188750 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

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 148361 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 Associate

    5 months ago

    Montréal, Canada Valsoft HQ (EN) Full time

    The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...

  • Investment Associate

    5 months ago

    Montréal, Canada Valsoft HQ (EN) Full time

    The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment. You would join our small but mighty team in Montreal, Canada. This is an incredible opportunity to manage, invest and deploy large capital at an extremely...

  • Investment Associate

    3 days ago

    montréal, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio manag

  • Associate Investment Counsellor

    4 months ago

    Montréal, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Associate, Investment Banking

    4 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 194847 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate, Global Investment Banking - Montréal, QC** **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and...

  • Investment Associate

    2 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management...

  • Bilingual Associate Investment Counsellor

    4 months ago

    Montréal, Canada Manulife Full time

    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 initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Investment Alternatives Specialist

    5 months ago

    Montréal, Canada Mercer Full time

    Mercer’s Alternatives practice is looking for an **Alternatives Investment Specialist **to join our Montreal or Toronto Office! **What can you expect?** Mercer is pleased to present an exciting opportunity to join our successful and rising Alternative Investments team within our Alternatives business. In this position you will have the opportunity to...

  • Personal Banking Specialist, Investment

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 174301 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...

  • Investment and Retirement Specialist

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...

  • Associate - Investments

    5 months ago

    Montréal, Canada Pomerleau Full time

    **We are Pomerleau. And you could be too.** At Pomerleau, we fully understand that our mission is not only to create infrastructure or erect buildings, but to build communities. As a leader in the construction industry for nearly 60 years, we always aim to make a positive impact on the lives of the people we serve across Canada. To do this, we do...

  • Product Specialist

    5 months ago

    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Investment Specialist

    5 months ago

    Montréal, 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...

  • Investments Specialist

    5 months ago

    Montréal, 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...

  • Bilingual Associate Investment Counsellor

    3 weeks ago

    Montréal, QC, Canada Manulife Full time

    **Bilingual Associate Investment Counsellor (AIC), Montreal **We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high...

  • Associate Partner, Investment Consulting

    4 months ago

    Montréal, Canada Aon Full time

    Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada....

  • Associate, Investments

    4 weeks ago

    Montréal, QC, Canada Diagram Ventures Full time

    **Who we are**: Diagram is a venture builder and early-stage investor in Fintech, Web3, AI, and ClimateTech. We've designed a unique platform for entrepreneurs who have a proven track-record and domain expertise to start their next business by combining access to venture capital investment, hands-on support, and access to a vast network of partners. Since...

  • Investment and Retirement Specialist, Irs

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...