Investment Specialist Associate

7 months ago


Brantford, Canada Scotiabank Full time

Requisition ID: 147867

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 : Brantford

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.



  • Brantford, Canada Scotiabank Full time

    Requisition ID: 198757 Join the Global Community of Scotiabankers to help customers become better off. **Regional Manager, Investment Specialists** Leading a team of Investment Specialists for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass...


  • Brantford, Canada Wow! Mobile Boutique Full time

    Overview: **_ Our team at WOW! mobile boutique_** **_is passionate about providing the best-in-class wireless retail experience _**: - focusing on excellence in every aspect of our business. We focus on a **personalized** customer experience, providing solutions from Canada’s top wireless carriers, TELUS, Rogers, Koodo, Fido and Chatr. Our exceptional...

  • Sales Floor Associate

    7 months ago


    Brantford, Canada Value Village Full time

    **Job Title: Sales Floor Associate** **Who we are**: - Our brands are Savers (in the U.S.), 2nd Ave (in the U.S.), Value Village (in the U.S. and Canada), Unique (in the U.S.), Village des Valeurs (in Quebec) and Savers Australia. _ **Summary & Positions**: At Savers / Value Village our Sales Floor Associates create an awesome experience for our...


  • Brantford, Canada Brittain Group Financial Services Full time

    Financial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...

  • Accounting Associate

    3 months ago


    Brantford, Canada Global Citrus Group Full time

    **Global Citrus Group Inc.,** is a privately held company and is your international citrus specialist located in Brantford, Ontario. As a leading service provider representing top growers from around the world, and the premiere supplier of citrus for grocery and big box stores in the country, we are looking for the right individual to strengthen and become...


  • Brantford, Canada Cowan Insurance Group Full time

    You’re **knowledgeable **in the **Investment industry** You’re a **communicator **- strong communication skills both verbally and written You’re **self-motivated** - ability to work independently and as a team. If you’re nodding, this **Client Service Associate **role in the **Wealth Division** at Cowan Benefits Ltd. **What’s the...


  • Brantford, Canada Moores Full time

    **Job Description**: **Retail Sales Associates*** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right...


  • Brantford, Canada The Norbruis Group Inc. Full time

    As a Financial Serv es Specialist you will focus on dev ing and dee - ing client relationships by providin high qual - sales and service vice in financial services. You will be responsible f driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant...


  • Brantford, Canada Moores Full time $17 - $23

    Job DescriptionRetail Sales AssociateWe invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.We Have Immediate Openings – Start Right Away!Competitive hourly...


  • Brantford, Canada Emerson Full time

    If you are an experienced engineer looking for a new challenge or an opportunity to grow and develop professionally, Emerson has an exciting opportunity for you! Industrial Application Specialists are responsible for collaborating with technical design ecosystem stakeholders (contractors, engineering consultants, end users, government/utilities) to...


  • Brantford, Canada Moores Full time

    **Retail Sales Associate** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right Away!** - Competitive hourly...


  • Brantford, Canada Moores Full time

    **Job Description**: **Retail Sales Associate** **We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best.** **We Have Immediate Openings - Start Right Away!** -...


  • Brantford, Canada Bath & Body Works Full time

    Brand: Bath & Body Works Location: Brantford, ON, CA Location Type: On-site Job ID: 03W4A Job Area: Store: Sales and Support Associate Employment type: Part-time Description At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our...


  • Brantford, Canada Bath & Body Works Full time

    Brand: Bath & Body Works Location: Brantford, ON, CA Location Type: On-site Job ID: 03WJT Job Area: Store: Sales and Support Associate Employment type: Part-time Description At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our...

  • Retail Store Associate

    7 months ago


    Brantford, Canada Savers Full time

    Description Position at Value Village Job Title: Retail Store Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...

  • Retail Sales Associate

    7 months ago


    Brantford, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...


  • Brantford, Canada Savers Full time

    Description Position at Value Village Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply...

  • Sales Floor Associate

    7 months ago


    Brantford, Canada Savers Full time

    Description Position at Value Village Job Title: Sales Floor Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...


  • Brantford, Canada Savers Full time

    Description Position at Value Village Job Title: Merchandise Processing Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We...


  • Brantford, Canada Leidos Full time

    DescriptionJob Title: Customer Service AssociateWho We AreAs one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...