Investment Specialist Associate - Windsor, Canada - Scotiabank

Scotiabank

Verified Company

Windsor, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 173946

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Investment Specialist Associate

As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists.

You will have an opportunity to master the skills required to build long-lasting client relationships - with the goal to progress into an Investment Specialist within one

year.

Key Accountabilities
Learn and master the skills to promote the development and sustainable growth of proprietary investment business by:

Developing and implementing a structured business development strategy
Developing strategic sales plans for prospects and existing clients
Conducting outbound communications and coldcalling to prospects to remain topofmind for future business opportunities
Providing clients with an initial review of their existing financial plan or creating a new financial plan
Conducting complimentary needs analysis across several financial statements, including competitor statements
Conducting market research to understand market trends
Building and maintaining a market profile in the assigned market area
Participating in local professional and community events and associations to develop your network
Identifying opportunities to deliver community information sessions and financial seminars to grow prospects
Networking with investment industry specialists while managing a small budget for independent marketingbased activities
Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners
Facilitating a culture of open and honest communication by actively participating and contributing to oneonone touch bases and meetings with team members

Desired Skills & Experience

Postsecondary education in Business or related field
Mutual Fund License
Financial Planning Designation (PFP) or Certified Financial Planner (CFP) in process
Highly effective verbal and written communication skills
Ability to work independently as a selfmotivated entrepreneur
An understanding of the Brokerage / Wealth Management and Online Brokerage environments
A valid driver's license and access to a vehicle, in order to travel to meet clients and prospects within the designated district Second language an asset depending on target markets

Location(s): Canada : Ontario : Windsor

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.