Investment Planning Specialist at Scotia

Join Scotia's team as an Investment Planning Specialist, focusing on mass affluent clients in Moncton, New Brunswick. Enhance your career through excellent client service and financial advice.

This role demands a minimum of three years' experience in financial planning and investment sales. You will establish and grow client relationships by utilizing strong networking skills and developing personalized investment solutions. Your efforts will be supported by Scotia’s resources and marketing tools for success in the financial sector.

Key Responsibilities:

• Drive investment sales while adhering to compliance

• Identify business development opportunities with clients

• Execute tailored investment plans for mass affluent customers

• Conduct proactive outreach to maintain client engagement

• Attend local events to network and promote services

Requirements:

• 3+ years in financial planning and investment sales

• Mutual fund certification and CIRO good standing

• PFP® or CFP® designations needed

• Strong client acquisition and networking skills

• Valid driver's license necessary for client interactions

Use your skills to foster lasting client relationships and thrive in the investment planning space with Scotia in Moncton.
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