More jobs:
Investment Planning Specialist at Scotia
Job Description & How to Apply Below
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.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×