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Investment Planning Specialist

2 weeks ago

Fredericton, New Brunswick, Canada Scotiabank Full time

**About the Role**

We are seeking a skilled Investment Planning Specialist to join our team at Scotiabank. In this role, you will be responsible for providing high-quality advice and service to clients, helping them meet their unique goals through comprehensive financial planning.

You will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, using financial planning skills and tools to support our clients' financial goals.

**Responsibilities:**

  • Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.
  • Identify client needs to craft personalized financial strategies and solutions.
  • Deliver trusted financial advice regarding clients' investments and retirement planning.
  • Exercise a collaborative approach when dealing with peers, clients, and partners.
  • Built strong relationships with existing clients, focusing on providing a great client experience.

**Requirements:**

  • Experience in financial planning and investment sales is preferred.
  • Relevant certifications such as the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation.
  • Knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.