Investment Specialist
4 weeks ago
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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