Job Description
Elevate your career as an Investment Planning Specialist at Scotiabank in Bathurst, New Brunswick. This role focuses on providing tailored financial advice to mass affluent clients while growing your professional network.
You will engage directly with external clients, showcasing how expert financial planning empowers them to achieve their aspirations. By building connections both internally and externally, you will drive investment sales and develop lasting relationships. This position offers a unique blend of flexibility and opportunity to innovate in your practice.
Key Responsibilities:
• Drive investment sales and client acquisitions
• Conduct proactive outreach to potential clients
• Participate in community events and seminars
• Maintain a strong network of Centres of Influence
• Build relationships within Scotiabank branches
Requirements:
• 3 years of financial planning experience
• Mutual fund certification and CIRO license
• PFP® or CFP® design...
You will engage directly with external clients, showcasing how expert financial planning empowers them to achieve their aspirations. By building connections both internally and externally, you will drive investment sales and develop lasting relationships. This position offers a unique blend of flexibility and opportunity to innovate in your practice.
Key Responsibilities:
• Drive investment sales and client acquisitions
• Conduct proactive outreach to potential clients
• Participate in community events and seminars
• Maintain a strong network of Centres of Influence
• Build relationships within Scotiabank branches
Requirements:
• 3 years of financial planning experience
• Mutual fund certification and CIRO license
• PFP® or CFP® design...
Ready to Apply?
Submit your application today and join our talented team at Scotiabank.
Submit ApplicationJob Details
- Location bathurst, gloucester county
- Job Type Full-time
- Category Other-General
- Posted Date June 19, 2026
- Application Deadline July 29, 2026