Investment Specialist/Financial Planner - North Bay, ON
North Bay, ON, CA
5d ago
source : PostJobFree

Requisition ID : 80081Join the Global Community of Scotiabankers to help customers become better off.Investment SpecialistAs an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.

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.

  • Key AccountabilitiesPromote the development and sustainable growth of proprietary investment business in the assigned market area by : Executing on business development plans for prospects and existing clients within the mass affluent marketConducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunitiesProviding client-centric investment solutions through a financial planning framework, aligning with Global Sales PrinciplesConducting complimentary needs analysis across several financial statements, including competitor statementsBuilding and maintaining a market profile in the assigned market areaParticipating in local professional and community events and associations to develop and expand your networkIdentifying opportunities to deliver community information sessions and financial seminars to grow prospectsNetworking with investment industry specialists while managing a small budget for independent marketing-based activitiesIdentifying additional investment business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate partnersFacilitating a culture of open and honest communication by actively participating and contributing on team touch bases and meetings with colleaguesDesired Skills & ExperiencePost-secondary education in Business or related fieldFinancial Planning Designation (PFP) or Certified Financial Planner (CFP)Mutual Fund License3+ years of financial planning and investment sales experienceProven networking, client acquisition and interpersonal skills;
  • experience building and maintaining Centres of Influence (COIs)Advanced knowledge of practical sales techniques and prospectingHighly effective verbal and written communication skillsAbility to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger teamExtensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environmentA valid driver's license and access to a vehicle, in order to meet clients and prospects within the designated districtSecond language an asset depending on target marketsLocation(s) : Canada : Ontario : North BayAs Canada's International Bank, we are a diverse and global team.

    We speak more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

    If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.

    If you require technical assistance please click here. Candidates must apply directly online to be considered for this role.

    We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form