Investment Specialist Associate
1 month ago
Requisition ID: 165491
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®) 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 : British Columbia : Richmond || Canada : British Columbia : Vancouver
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
4 weeks ago
Richmond, Canada Scotiabank Full timeRequisition ID: 165491 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
2 weeks ago
Richmond Hill, Ontario, Canada TD Bank Full timeTD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department Overview At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we'll ensure you always have the opportunity to...
-
Financial Planner, Investment Specialist
1 month ago
Richmond, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189610Join 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...
-
Financial Planner, Investment Specialist
1 month ago
Richmond, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189610Join 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...
-
Financial Planner, Investment Specialist
1 month ago
Richmond, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189610Join 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...
-
Investment Specialist
3 weeks ago
Richmond Hill, Canada BMO Financial Group Full time11680 Yonge Street Richmond Hill Ontario,L4E 0K4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Investment Consultant
2 weeks ago
Richmond, Canada Metro Edge Realty Full timeEducation: Master's degree - Experience: Experience an asset **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) - Prepare company, industry and economic outlooks,...
-
Warehouse Associate
4 weeks ago
Richmond, Canada Tenmay16 Investment Corporation Full timeFully Loaded Services Corporation is a logistics company conveniently located at 1049-1051 11111 Twigg Place, Richmond V6V 3C9. It's a primary location with easy access to the Vancouver International Airport, the Lower Mainland and beyond. It is a subsidiary company under Tenmay16 Investment Corp. The Company is seeking a dynamic, motivated, and competent...
-
Warehouse Associate
2 weeks ago
Richmond, British Columbia, Canada Tenmay16 Investment Corporation Full timeFully Loaded Services Corporation is a logistics company conveniently located at Twigg Place, Richmond V6V 3C9. It's a primary location with easy access to the Vancouver International Airport, the Lower Mainland and beyond. It is a subsidiary company under Tenmay16 Investment Corp.The Company is seeking a dynamic, motivated, and competent individual to join...
-
Associate, Commercial Real Estate
3 weeks ago
Richmond, Canada Coast Capital Savings Full timeAs a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...
-
Logistics Specialist
10 hours ago
Richmond, Canada CB Canada Full timeAre you looking to make a difference in a patient’s life? At AmerisourceBergen, you will find an innovative and collaborative culture that is patient focused and dedicated to making a difference. As an organization, we are united in our responsibility to create healthier futures. Join us and Apply today! What you will be doing As of October 18, 2021,...
-
Logistics Specialist
11 hours ago
Richmond, Canada CB Canada Full timeAre you looking to make a difference in a patient’s life? At AmerisourceBergen, you will find an innovative and collaborative culture that is patient focused and dedicated to making a difference. As an organization, we are united in our responsibility to create healthier futures. Join us and Apply today! What you will be doing As of October 18, 2021,...
-
Logistics Specialist
1 month ago
Richmond, Canada CB Canada Full timeAre you looking to make a difference in a patient’s life? At AmerisourceBergen, you will find an innovative and collaborative culture that is patient focused and dedicated to making a difference. As an organization, we are united in our responsibility to create healthier futures. Join us and Apply today! What you will be doing As of October 18,...
-
Logistics Specialist
4 weeks ago
Richmond, Canada CB Canada Full timeAre you looking to make a difference in a patient’s life? At AmerisourceBergen, you will find an innovative and collaborative culture that is patient focused and dedicated to making a difference. As an organization, we are united in our responsibility to create healthier futures. Join us and Apply today! What you will be doing As of October 18,...
-
Richmond, Canada Boston Pizza International, Inc. Full timeTreliving Private Investments Ltd has over 35 years of experience investing, building, and realizing success in growing profitable businesses. Treliving Private Investments manages a portfolio of businesses across diversified industries that share the common goal of driving success through people, a long-term perspective of value and a passion for...
-
Richmond, Canada Boston Pizza International Inc. Full timeTreliving Private Investments Ltd has over 35 years of experience investing, building, and realizing success in growing profitable businesses. Treliving Private Investments manages a portfolio of businesses across diversified industries that share the common goal of driving success through people, a long-term perspective of value and a passion for...
-
Category Specialist
7 days ago
Richmond Hill, Canada Staples Canada Full time: 1265831 **Who we are** As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable, and passionate, and who enjoy finding solutions. If that’s...
-
Security Sales Specialist
3 weeks ago
Richmond, Canada Vancouver Fire & Radius Security Full time**Security Sales Specialist** Are you looking for: - A growing professional **FAMILY-RUN** business that cares about you as a person? (you’re not just a number to us) - A solution you are **PROUD **to sell? - Ability to be a **TRAIL BLAZER**, build a **LEGACY **in a developing market, and have the **AUTONOMY **to grow that market (_with the support of...
-
Associate Advisor
3 weeks ago
Richmond, Canada Sun Life Financial Full time_**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....
-
Social Media Specialist
2 weeks ago
Richmond Hill, Canada Worksport Ltd Full timeHome Social Media Specialist jobs in Richmond Hill 38 Social media specialist jobs in Richmond Hill Social Media Specialist Richmond Hill, Ontario Worksport Ltd Posted 1 day ago Social Media Specialist Richmond Hill, Ontario Worksport Ltd Posted 1 day ago Job Description Job Description Social Media Specialist Position: Social Media Specialist...
