Investment Specialist Associate

7 months ago

Windsor, Canada Scotiabank Full time

Requisition ID: 173946

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.

**Key Accountabilities**

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

**Desired Skills & Experience**
- 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 district Second language an asset depending on target markets

Location(s): Canada : Ontario : Windsor

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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