Investment Specialist

1 month ago

Vancouver, British Columbia, Canada Scotiabank Full time
Job Title: Investment Specialist

Scotiabank is seeking a highly motivated and experienced Investment Specialist to join our team. 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 when joining our Indigenous Employee Resource Group.

  • Investment Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Investment Specialist RoleScotiabank is seeking a skilled Investment Specialist to join our team. 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...

  • Investment Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Investment Specialist RoleScotiabank is seeking a skilled Investment Specialist to join our team. 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...

  • Investment Specialist

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key ResponsibilitiesProvide professional quality sales and service for customer and prospect inquiries, issues, and...

  • Investment Specialist

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key ResponsibilitiesProvide professional quality sales and service for customer and prospect inquiries, issues, and...

  • Investment Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing exceptional wealth and investment-related sales and service to our customers and prospects.Key ResponsibilitiesProvide expert advice on wealth and investment strategies and products to meet customer...

  • Investment Specialist

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Specialist to join our team at BMO Financial Group. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key ResponsibilitiesUnderstand customer needs and provide wealth and investment strategies and products that...

  • Investment Specialist

    1 month ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Investment Specialist to join our team at BMO Financial Group. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.Key ResponsibilitiesUnderstand customer needs and provide wealth and investment strategies and products that...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment Specialists to...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team at Scotiabank. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment Specialists to...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team at Scotiabank. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment Specialists to...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment Specialists to...

  • Investment Specialist Assistant

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team at Scotiabank. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team at Scotiabank. As an Investment Specialist Assistant, you will play a key role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to Investment...

  • Investment Specialist Assistant

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and organized Investment Specialist Assistant to join our team at Scotiabank. As an Investment Specialist Assistant, you will play a critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to...