Investment Specialist Associate
2 weeks ago
Requisition ID: 152562
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 : Kamloops
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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