Financial Planning and Investment Expert
1 month ago
As a seasoned Investment and Financial Planning Specialist, you will play a pivotal role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will leverage your expertise to drive investment sales and new client acquisition, while adhering to Global Sales Principles, compliance, and regulatory requirements.
Key Responsibilities- Business Development: Identify and implement investment business development opportunities, facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Community Involvement: Participate actively in local professional and community events, associations, and networking opportunities to develop and expand your network. Identify 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, and actively working towards a Financial Planning designation.
- Skills and Qualifications: Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs); extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Work Environment: A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
- Benefits: Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software, and a partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.
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