Investment Planning Specialist, Scotia Financial Planning NB

Job Overview

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Planning Specialist, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You will build and leverage external and internal networks, engaging both prospects and existing clients to grow long‑term relationships and deliver exceptional financial planning.

• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Execute business development plans for mass affluent prospects and existing clients, identifying opportunities and facilitating implementation of investment solutions or referrals.
• Provide client‑centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
• Conduct outbound communications and proactive calling to prospects to remain top‑of‑mind for future business opportunities.
• Participate in local professional and community events, delivering information sessions and financial seminars to expand your network and prospects.
• Maintain a market profile, network with industry specialists, and manage a small budget for independent marketing activities.

• 3+ years of experience in financial planning and investment sales.
• Mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements.
• Completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• Goal‑oriented, entrepreneurial, able to work independently with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Valid driver’s licence and vehicle access to meet clients and prospects within the designated district.

• Entrepreneurial culture with freedom to develop your career.
• Fast‑paced, flexible work environment to set your own hours and meet clients wherever convenient.
• Compensation structure that rewards growing and maintaining your client base.
• Access to leading‑edge resources, marketing support, mobile technology, CRM, portfolio and financial planning software.
• Opportunity to build long‑lasting client relationships through exceptional advice and service.
• Partnership with retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• Inclusive culture promoting diversity, respect and inclusion.

Canada :
New Brunswick :
Moncton

Base pay plus variable pay. Mobile role requiring frequent travel.

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.