Scotiabank Investment Planning Specialist Role

Join Scotiabank as an Investment Planning Specialist in Bathurst, New Brunswick, and drive meaningful financial planning solutions for clients. This mobile position allows for flexible hours and emphasizes cultivating strong relationships with mass affluent clients.
As an expert in financial planning, you will engage proactively with both external and internal clients. Your role focuses on building new relationships while maintaining existing ones. You’ll utilize your networking skills to link clients with essential resources within Scotiabank, ensuring optimal client experiences based on tailored advice.
Key Responsibilities:
• Develop new business opportunities in the designated market
• Execute business development plans for mass affluent clients
• Provide client-centric investment solutions via tailored analysis
• Attend community events to enhance professional visibility
• Maintain strong collaborations with internal partners
Requirements:
• Minimum 3 ye...

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