Build mass affluent client relationships as an Investment Planning Specialist in mobile Tracadie-Sheila, using financial planning and investment sales expertise.
Scotiabank seeks an Investment Planning Specialist to grow proprietary investment business across the assigned market area. You will provide personalized advice, develop external and internal networks, and deepen relationships with existing clients. The work combines business development, proactive outreach, and tailored investment solutions.
Key Responsibilities:
- Drive investment sales and acquire current clients compliantly
- Execute business development plans for mass affluent prospects
- Conduct proactive calling and complimentary needs analyses
- Build partnerships across Scotiabank’s branch network
- Participate in community events and financial seminars
Requirements:
- Three years of financial planning and investment sales experience
- Current mutual fund certification meeting CIRO licensing requirements
- Personal Financial Planning or Certified Financial Planner designation
- Proven networking, acquisition, interpersonal, and COI-building skills
- Valid driver’s license and access to a vehicle
Apply financial planning, investment sales, and networking expertise while serving Scotiabank clients throughout the Tracadie-Sheila market.