Develop mass affluent client relationships through investment planning, high quality advice, and service while building internal and external networks.

As an Investment Planning Specialist, you will provide advice and service while deepening client relationships. This position emphasizes entrepreneurial relationship building and practice growth. You will work with centres of influence and networks to develop recent and long term relationships.

Key Responsibilities:

- Develop mass affluent client relationships through investment planning
- Provide high quality advice and service
- Build and leverage external networks and centres of influence
- Build and leverage internal networks
- Develop new and long term relationships

Requirements:

- Entrepreneurial approach to building a practice
- Understanding that practice growth depends on relationships
- Ability to develop mass affluent client relationships
- Ability to provide high quality advice and service
- Ability to build internal and external networks

Apply investment planning, relationship development, and networking strengths to deepen mass affluent client connections through advice and service.

📌 Investment Planning Specialist (Tracadie-Sheila)
🏢 Scotiabank
📍 Tracadie-Sheila