Investment Strategist, Financial Services Specialist

23 hours ago


Scarborough, North Yorkshire, United Kingdom Scotiabank Full time
About Scotiabank: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

About the Role: We are seeking a skilled Investment Specialist to join our team in Toronto. 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. You will excel at building new relationships and enjoy the flexibility of meeting clients outside of the office, on a schedule that best suits you and your clients.

Main Responsibilities:
  • Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.
  • Establish business development opportunities with prospects and clients within the assigned market area.
  • Promote the development and sustainable growth of proprietary investment business in the assigned market area.

Requirements:
  • 3 years of experience in financial planning and investment sales.
  • Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Successfully completed the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
  • Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

Benefits: A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them. A compensation structure that rewards growing and maintaining your client base. Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.

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