Investment Sales Specialist

14 hours ago


London, Greater London, United Kingdom Scotiabank Full time
About the Role

The Investment Sales Specialist will be responsible for developing and executing strategies to acquire and retain clients in the mass affluent market. The ideal candidate will have a strong background in financial planning and a proven track record of success in sales.

Key Responsibilities
  • Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning.
  • Exhibit natural curiosity to uncover and solve for client's needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
What We Offer
  • A competitive salary of $65,000 - $85,000 per year, depending on experience.
  • Access to ongoing training and professional development opportunities.
  • A collaborative and dynamic work environment.


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