Investment Specialist

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
Role Overview

As an Investment Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance, and regulatory requirements.

Key Responsibilities
  • Business Development: Execute on business development plans for prospects and existing clients within the mass affluent market, identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-Centric: 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.
  • Community Involvement: Participate actively in local professional and community events and associations to develop and expand your network, identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
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, having completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) 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 and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
What's in it for you?
  • 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, Health Benefits from day one.
  • 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 when joining our Indigenous Employee Resource Group.
  • $10,000 annually dedicated to your well-being.
  • Traditional Indigenous Practices Leave.
  • Indigenous Employee Mentoring Program.
  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
  • A compensation structure that rewards growing and maintaining your client base.
  • 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.

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