Explore the role of an Investment Planning Specialist with Scotiabank in Bathurst, New Brunswick, focusing on serving mass affluent clients through personalized financial strategies. This role offers flexibility and community engagement to enhance client relationships.
In this dynamic position, you will connect with prospective and current clients to provide high-quality investment solutions. With a commitment to client-centric service, you will identify business opportunities, execute strategic outreach, and participate in community events to expand your professional network.
Key Responsibilities:
• Drive sales and new client engagement strategies
• Conduct proactive outreach to develop strong client relations
• Offer tailored financial planning through thorough analysis
• Network at local events to build your market profile
• Collaborate effectively with Scotiabank’s diverse teams
Requirements:
• At least 3 years of experience in financial planning and sale...