Join Scotia's team as an Investment Planning Specialist, focusing on mass affluent clients in Moncton, Recent Brunswick. Enhance your career through excellent client service and financial advice. This role demands a minimum of three years' experience in financial planning and investment sales.

You will establish and grow client relationships by utilizing strong networking skills and developing personalized investment solutions. Your efforts will be supported by Scotia’s resources and marketing tools for success in the financial sector. Key Responsibilities:
Drive investment sales while adhering to compliance
Identify business development prospects with clients
Execute tailored investment plans for mass affluent customers
Conduct proactive outreach to maintain client engagement
Attend local events to network and promote services Requirements:
3+ years in financial planning and investment sales
Mutual fund certification and CIRO positive standing
PFP® or CFP® designations needed
Strong client acquisition and networking skills
Valid driver's license necessary for client interactions Use your skills to foster lasting client relationships and thrive in the investment planning space with Scotia in Moncton.

📌 Investment Planning Specialist At Scotia In Moncton
🏢 Scotiabank
📍 Moncton