Investment Specialist

2 months 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

    2 months 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

    2 months 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

    4 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...

  • Strategic Investment Technology Specialist

    4 days ago

    Vancouver, British Columbia, Canada CC&L Investment Management Full time

    About CC&L Investment ManagementEstablished in 1982, we are a global institutional asset management firm based in Vancouver, Canada. Our team of investment professionals manages a range of solutions including traditional mandates and alternative strategies.Salary & BenefitsWe offer a competitive salary range of $90,000 – $200,000 annually plus a...

  • Investment Specialist Assistant

    1 month 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 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

    1 month 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

    1 month 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 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...

  • 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 critical role in supporting the development of new wealth management business acquisitions and relationships in target markets.Key ResponsibilitiesProvide timely support to...

  • Investment Specialist, Investorline

    4 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing exceptional sales and service to our customers, advising them on wealth and investment strategies, and identifying opportunities to enhance their financial well-being.Key...

  • Investment Specialist, Investorline

    2 weeks ago

    Vancouver, British Columbia, Canada BMO Full time

    Job Summary:We are seeking a 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. You will advise customers on wealth and investment strategies and products that meet their objectives and fulfill sales and...

  • Investment Operations Specialist

    1 month ago

    Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

    About the RoleWe are seeking a highly motivated individual to join our Client Services team in Greater Vancouver. Our team is dedicated to providing exceptional servicing to our global client base of institutional and retail investors.As a key member of our team, you will be responsible for proactively communicating with clients and stakeholders, building...

  • Investment Operations Specialist

    1 month ago

    Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

    About the RoleWe are seeking a highly motivated individual to join our Client Services team in Greater Vancouver. Our team is dedicated to providing exceptional servicing to our global client base of institutional and retail investors.As a key member of our team, you will be responsible for proactively communicating with clients and stakeholders, building...

  • Investment Specialist

    2 months ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role OverviewAs 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...

  • Investment Specialist

    2 months ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role OverviewAs 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...

  • Corporate Investment Banking Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada beBee Professionals Full time

    We are seeking a Corporate Investment Banking Specialist to provide financial advice to corporate clients. The successful candidate will be responsible for providing mergers and acquisitions, capital raising, and other corporate finance activities. The ideal candidate should have a Bachelor's degree in finance, accounting, economics, or a related field, as...

  • Culinary Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada GSJ INVESTMENT INC Full time

    Culinary Specialist - GSJ Investment Inc.We are seeking a skilled Culinary Specialist to join our team. The ideal candidate will have a strong background in food preparation and a passion for delivering exceptional culinary experiences.Key Responsibilities:Plan menus and estimate food requirements for their realizationPrepare dishes for customers with food...