Investment Specialist Associate

7 months ago

ChathamKent, Canada Scotiabank Full time

Requisition ID: 180601

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Investment Specialist Associate**

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 one

year.

**Is this role right for you?**

You will also earn 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
- Mutual Fund License
- Financial Planning Designation (PFP) or Certified Financial Planner (CFP) in process
- 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, in order to travel to meet clients and prospects within the designated distric
- Second language an asset depending on target markets

Location(s): Canada : Ontario : Chatham

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.

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