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Investment Specialist

1 month ago

Vancouver, British Columbia, Canada Scotiabank Full time
About the Role

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. Identify additional investment business development opportunities and facilitate 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. Conduct complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement: Participate actively in local professional and community events and associations to develop and expand your network. Identify opportunities to deliver community information sessions and financial seminars to grow prospects. Build and maintain a market profile in the assigned market area. Network with investment industry specialists while managing a small budget for independent marketing-based activities.
Requirements
  • 3 years of experience in financial planning and investment sales.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You are actively working towards a Financial Planning designation. You have 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)
  • You're goal-oriented and entrepreneurial. You can 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.