Investment Specialist

1 week ago

Vancouver, British Columbia, Canada Scotiabank Full time
Role Overview

We are seeking a highly skilled Investment Specialist to join our team at Scotiabank. As an Investment Specialist, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities
  • Develop and execute business development plans for prospects and existing clients within the mass affluent market.
  • Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
  • Conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities.
  • Participate actively in local professional and community events and associations to develop and expand your network.
Requirements
  • 3 years of experience in financial planning and investment sales.
  • Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Actively working towards a Financial Planning designation.
  • Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • Goal-oriented and entrepreneurial, with the ability to work independently as a self-motivated entrepreneur with minimal supervision.
What We Offer
  • An inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
  • A competitive rewards package, including performance bonus, Employee Share Ownership Program, and Pension Plan Matching.
  • Access to career development and progression opportunities.
  • The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Métis Scotiabankers and their allies.

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