Turn financial planning conversations into investment solutions at Scotiabank, serving mass affluent clients through proactive outreach and tailored advice.

As an Investment Planning Specialist, you will develop sustainable investment business within an assigned market area. You will engage prospects outside Scotiabank, identify opportunities among existing clients, and connect them with appropriate solutions or partners. A financial planning framework guides your client interactions.

Key Responsibilities:

- Develop opportunities with prospects and existing clients
- Provide client-centric investment solutions through financial planning
- Communicate proactively to remain top-of-mind
- Facilitate investment solutions and partner referrals
- Maintain a market profile through skilled networking

Requirements:

- Three years' financial planning and investment sales experience
- Mutual fund certification and current CIRO accreditation
- PFP or CFP designation successfully completed
- Knowledge of offerings, trends, economics, and regulations
- Entrepreneurial self-direction with effective teamwork

Bring client acquisition, investment advice, and financial planning skills to Scotiabank's mass affluent market development work.

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