Scotiabank Investment Specialist / Financial Planner - Charlottetown, PEI in Charlottetown, Prince Edward Island
Investment Specialist / Financial Planner - Charlottetown, PEI
Requisition ID: 20543
Join the Global Community of Scotiabankers to help customers become better off.
As an Investment Specialist, you will focus on developing new wealth management business relationships as well as cross selling and up-selling to existing clients in the assigned market area. You will be responsible for ensuring investment portfolio growth, revenue generation and meeting defined goals, through an exclusive focus on establishing business development opportunities with prospects and clients.
You will also be responsible for driving investment sales and netting new client acquisition through a financial planning framework while developing relationships within the community.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Developing and implementing a structured business development strategy according to agreed-upon growth objectives
Developing strategic sales plans for prospects and existing clients
Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities
Providing clients with an initial review of their existing financial plan or creating a new financial plan
Conducting complimentary needs analysis across several financial statements, including competitor statements
Conducting market research to understand market trends
Building and maintaining a market profile in the assigned market area
Participating in local professional and community events and associations to develop and expand your network
Identifying opportunities to deliver community information sessions and financial seminars to grow prospects
Networking with investment industry specialists while managing a small budget for independent marketing-based activities
Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners
Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members
Desired Skills & Experience
Post-secondary education in Business or related field
Financial Planning Designation (PFP) or Certified Financial Planner (CFP)
Mutual Fund License
3+ years of investment sales experience and financial planning
Proven networking, client acquisition and interpersonal skills
Advanced knowledge of practical sales techniques and prospecting
Highly effective verbal and written communication skills
Ability to work independently as a self-motivated entrepreneur with minimal supervision and also as part of a larger team
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
An understanding of the Brokerage / Wealth Management and Online Brokerage environments
A valid driver's license and access to a vehicle, in order to travel to meet clients and prospects within the designated district
Second language an asset depending on target markets
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.
Location(s): Canada : Prince Edward Island : Charlottetown
As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.