Investment specialist associate
Scotiabank is inviting all the candidates to show their interest in this post of investment specialist associate. They’re looking for candidates who can fulfil all the requirements of the post. Working at this post they’re required at this post to develop and implement a structured business development strategy. They’re also required to develop strategic sales plans for prospects and existing clients. Registration for this post has started and it will end soon.
Employer Name: Scotiabank
Position: Investment specialist associate
Salary: $53,000 to $84,000 per year
Employment Type: Full-time
Location: Guelph, Canada
Also hiring: Customer Service Manager
Hiring: Investment specialist associate
Job Description
- Applicants who applied for this post are required to provide clients with an initial review of their existing financial plan or create a new financial plan working at this post.
- They were also appointed to conduct complementary needs analysis across several financial statements, including competitor statements working at this post.
- Applicants for this post are also required to conduct market research to understand market trends.
- They’re appointed for this post to build and maintain a market profile in the assigned market area working at this post.
- Candidates for this post are required to participate in local professional and community events and associations to develop their network at this post.
- They’re also appointed at this post to identify opportunities to deliver community information sessions and financial seminars to grow prospects working at this post.
Job requirement
- Applicants for this post must have completed post-secondary education in Business or a related field to be eligible for this post.
- Candidates for this post must be mutual funds certified professionals along with highly effective verbal and written communication skills to be eligible for this post.
- They must attain the ability to work independently as a self-motivated entrepreneur.
- Applicants must have a prior understanding of the brokerage/wealth management and online Brokerage environments to be eligible for this post.
- Applicants must have a valid driver’s license and access to a vehicle, to travel to meet clients and prospects within the designated district to get preferred for this post.
Work setting
- Applicants for this post are required to complete the education requirements towards a Personal Financial Planning designation and a dedicated certified financial planner designation within 6 months to be eligible for this post.
How to apply
Candidates will just need to click on the link which is mentioned below and open the application form. Fill out the application form with the details asked in it and submit it. Candidates will have to make sure to share genuine information in the application form.