Investment Planning Specialist in New Brunswick

Become an Investment Planning Specialist at Scotiabank in Tracadie-Sheila, New Brunswick, where your expertise will enhance client relationships through tailored financial advice. Help the mass affluent clarify and achieve their financial goals with personalized solutions.
This mobile role allows you to develop client relationships, focusing on both outreach and deeper engagement with existing Scotiabank clients. You will be responsible for driving investment sales and maintaining compliance while executing dedicated business development plans. The emphasis is on building trust and leveraging networks to position yourself as a reliable financial advisor.
Key Responsibilities:
• Drive new client acquisition and investment sales
• Engage mass affluent prospects with tailored strategies
• Conduct needs analysis across financial statements
• Network actively at community events and seminars
• Collaborate with internal teams for seamless client service
Requirements:<...