Investment Specialist / Financial Planner – Winnipeg

Job Listing No: 9740000

Investment Specialist / Financial Planner – Winnipeg

Scotiabank – Winnipeg, MB – Requisition ID: 44286 Join the Global Community of Scotiabankers to help customers become better off. Investment Specialist As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Key Accountabilities Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Executing on business development plans for prospects and existing clients within the mass affluent market Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business o… – Permanent – Full-time

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