Investment Specialist Associate

6 months ago

Surrey, Canada Scotiabank Full time

Requisition ID: 169240

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 : Surrey

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.

  • Floor Cleaning Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    About AKS Investment Ltd.AKS Investment Ltd. is a leading organization in the industry, committed to delivering exceptional services to our clients. We are currently seeking a highly skilled Floor Cleaning Specialist to join our team.Job DescriptionWe are looking for a dedicated and detail-oriented Floor Cleaning Specialist to maintain the cleanliness of our...

  • Drywall Specialist

    3 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Drywall Specialist Job DescriptionA drywall specialist is needed at AKS Investment Ltd. to work on various drywall-related tasks. Key responsibilities include preparing tenders and quotations, applying coats of plaster, and installing drywall sheets. This role requires 2 years of experience and a secondary school graduation certificate.Key...

  • Heavy Construction Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    OverviewAKS Investment Ltd. is a dynamic company seeking an experienced Heavy Construction Specialist to join our team.

  • Drywall Installation Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job SummaryWe are seeking a skilled Drywall Installation Specialist to join our team at AKS Investment Ltd. This is a permanent position working 40 hours per week, with the opportunity to work on various projects and develop your skills in drywall installation.

  • Industrial Insulation Specialist

    4 days ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job Title: Industrial Insulation SpecialistAbout AKS Investment Ltd.AKS Investment Ltd. is a dynamic company seeking an experienced Industrial Insulation Specialist to join our team. As an Industrial Insulation Specialist, you will be responsible for ensuring the safe and effective application of insulation materials in various industrial settings.Job...

  • Heat Application Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job DescriptionWe are seeking a skilled Heat Application Specialist to join AKS Investment Ltd. in providing exceptional service to our clients.Key Responsibilities:Select the most suitable insulation type for various applicationsCut and shape insulating materials accurately using hand and power toolsApply insulation safely and securely using various...

  • Welding Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job Description SummaryWe are seeking an experienced Welding Specialist to join our team at AKS Investment Ltd. The successful candidate will have a strong background in manual or semi-automatic welding and the ability to read specifications and blueprints.Main Responsibilities:Operate manual or semi-automatic welding equipment, ensuring high-quality welds...

  • Drywall Specialist

    3 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    About the RoleWe are seeking a skilled drywall specialist to join our team at AKS Investment Ltd. As a drywall specialist, you will be responsible for preparing tenders and quotations, applying and smoothing coats of plaster, and cleaning and preparing surfaces.Main ResponsibilitiesPrepare wall and ceiling layoutsApply, level and smooth coats of plasterClean...

  • Floor Care Specialist

    3 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job SummaryWe are seeking a detail-oriented Floor Care Specialist to join our team at AKS Investment Ltd. in cleaning and maintaining our facilities.This is a permanent, full-time position working 40 hours per week. The ideal candidate will have up to 2 years of experience in the field and possess excellent communication skills to address customer concerns.

  • Iron Fabricator Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job Title: Iron Fabricator SpecialistWe are seeking an experienced Iron Fabricator Specialist to join our team at AKS Investment Ltd.About the RoleThis is a permanent position requiring 40 hours of work per week. The successful candidate will be required to work in English and will have access to competitive salary and benefits package.The estimated salary...

  • Retail Investment Specialist

    6 months ago

    Surrey, Canada TD Bank Full time

    **Retail Investment Specialist - Surrey, BC**: - 425814BR **Job Category - Primary** - Sales & Business Development **Work Location** - 15190 101 St Avenue **Employment Type** - Regular **City** - Surrey **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Financial Data Specialist

    3 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    At AKS Investment Ltd., we are seeking a detail-oriented Financial Data Specialist to join our team.The ideal candidate will possess excellent analytical skills and be able to maintain accurate financial records.Key ResponsibilitiesCalculate and prepare cheques for payroll.Conduct financial analysis and create reports.Manage and reconcile...

  • Investment Representative

    3 weeks ago

    Surrey, British Columbia, Canada CB Canada Full time

    Job Title: Benefits and Investments SpecialistJob Description:We are currently sourcing for a Benefits and Investments Specialist for one of our growing and well-established clients in the Fraser Valley area. The ideal candidate will have a minimum of 4+ years of experience in a similar role within sales/business development and/or the investment industry....

  • Steel Construction Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    We are AKS Investment Ltd., a reputable company seeking a skilled Steel Construction Specialist to join our team. The ideal candidate will have 2 years of experience in the field and a secondary school graduation certificate.About the JobThe successful applicant will be responsible for erecting and installing scaffolding, falsework, and other working...

  • Drywall Installation Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job Title:Drywall Installation SpecialistAbout the Role:We are seeking a skilled Drywall Installation Specialist to join our team at AKS Investment Ltd. The ideal candidate will have 2 years of experience in drywall installation and possess excellent physical stamina, as the job requires working at heights and lifting heavy materials.Key...

  • Expert Wall Decor Specialist

    3 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    At AKS Investment Ltd., we require a skilled Wall Decor Specialist to join our team, responsible for preparing and cleaning surfaces for painting, mixing paint to desired colors, and advising clients on wall coverings.The ideal candidate will have a high school diploma and 2+ years of experience in painting and decorating.Key responsibilities...

  • Drywall Installation Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    About AKS Investment Ltd.We are seeking a skilled Drywall Installation Specialist to join our team at AKS Investment Ltd. in [Location].Job Title: Drywall Installation SpecialistSalary: $45,000 - $60,000 per year, depending on experience.Job Description:Prepare and submit tenders and quotations for drywall installation projects.Apply, level, and smooth coats...

  • Heavy Construction Specialist

    3 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    Job SummaryAKS Investment Ltd. is seeking a skilled Heavy Construction Specialist to join our team. As an integral part of our operations, you will be responsible for erecting and installing scaffolding, falsework, and other working platforms. Your expertise will ensure the safe and efficient execution of our construction projects.Key ResponsibilitiesErect...

  • Senior Administrator, Investment Operations Specialist

    2 weeks ago

    Surrey, British Columbia, Canada Coast Capital Full time

    Job Summary:The Senior Administrator, Investment Operations is responsible for providing exceptional support to our customers and completing specific functions related to specialized investment products. This role requires a high level of knowledge of investment products, services, and regulations, as well as strong administrative skills and attention to...

  • Heat Insulation Specialist

    2 weeks ago

    Surrey, British Columbia, Canada AKS Investment Ltd. Full time

    About AKS Investment Ltd.We are a leading company in the field of insulation and energy efficiency solutions. We are seeking an experienced Heat Insulation Specialist to join our team.Job DescriptionThe successful candidate will be responsible for selecting the appropriate type of insulation required for various projects.They will measure and cut insulating...