Investment Specialist Associate - Longueuil, Canada - Scotiabank
Description
Requisition ID: 163276Join 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.
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
- IQPF Designation or in the process of obtaining it
- 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
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.
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