Investment Planning Specialist at Scotiabank

Elevate your career as an Investment Planning Specialist at Scotiabank in Bathurst, New Brunswick. Focus on building lasting relationships with mass affluent clients while offering exceptional financial planning services.

This hands-on role demands a dedicated professional with at least 3 years of financial planning experience. You'll execute strategies aimed at both acquiring new clients and deepening relationships with existing ones. Use your networking skills to leverage opportunities internally and externally while adhering to compliance and regulatory guidelines.

Key Responsibilities:
• Drive investment sales and client acquisition
• Proactively engage existing and prospective clients
• Conduct comprehensive needs analysis for tailored financial solutions
• Participate in community events to expand your network
• Collaborate with Scotiabank branches and specialists

Requirements:
• 3 years of financial plann...

Ready to Apply?

Submit your application today and join our talented team at Scotiabank.

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