
Scotiabank
As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.
You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients.
Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.
Is this role right for you?. In this role, you will:
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
Conducting complimentary needs analysis across several financial statements, including competitor statements.
Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
Do you have the skills that will enable you to succeed in this role?.
We’d love to work with you if you have:
3 years of experience in financial planning and investment sales.
You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
What’s in it for you?
An entrepreneurial culture with the freedom to develop your career.
Other Information
Please note that the compensation structure for this role is base plus variable pay.
This is a mobile role and will require frequent travel.
To apply, please visit the following URL:https://en-ca.whatjobs.com/pub_api__cpl__74785380__4809?utm_campaign=publisher&utm_medium=api&utm_source=4809→