Investment Specialist

4 weeks ago


Vancouver, British Columbia, Canada Scotiabank Full time

Requisition ID: 194743

At Scotiabank, we're seeking a skilled Investment Specialist to join our team in the mass affluent market. As a dedicated professional, you will focus on developing and deepening client relationships by providing high-quality advice and service. Your expertise in financial planning and investment sales will enable you to drive business growth and meet the unique goals of your clients.

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 comprehensive 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 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 (PFP or CFP).
  • 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 and as part of a larger team.

What's in it for you?

  • An inclusive and collaborative working environment that encourages creativity 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.
  • $10,000 annually dedicated to your well-being.
  • Traditional Indigenous Practices Leave.
  • Indigenous Employee Mentoring Program.

Other Information:

This is a mobile role that requires frequent travel. The compensation structure for this role is base plus variable pay.



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