Overview
Financial Planner, Investment Specialist NB Jobs in Saint John – New Brunswick at Scotiabank
Title: Financial Planner, Investment Specialist NB
Company: Scotiabank
Location: Saint John – New Brunswick
Category: Finance & Banking (Banking & Finance, Financial Advisor, Financial Analyst, Financial Services), Sales
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Requisition
Join apurpose drivenwinning team, committed to results, in aninclusiveand high-performing culture.
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 theflexibilityof 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:
Business Development:
Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
Client-Centric:
Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
Community Involvement:
Participating actively in local professional andcommunity eventsand associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. 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’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You are actively working towards a Financial Planning designation. You have completed theeducationrequirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
You’re goal …
