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 six months.
In this role, you will learn, practice and apply the skills and knowledge required to confidently transition to an Investment Specialist position. This includes a focus on developing new wealth management business relationships, cross selling and up-selling to existing clients to ensure investment portfolio growth, revenue generation and meeting defined goals.
We’d love to work with you if you have:
- Post-secondary education in Business or related field
- 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 will be required to complete the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation within 6 months.
- Highly effective verbal and written communication skills.
- Ability to work independently as a self-motivated entrepreneur.
- An understanding of the Brokerage / Wealth Management and Online Brokerage environments.
What’s in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- Ability to provide an excellent client experience without going to the branch.
- A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
- A work culture that promotes diversity, respect, and inclusion.