Toronto Employment Platform

Investment Specialist Associate – Stratford, ON

Requisition ID: 102009


Join the Global Community of Scotiabankers to help customers become better off.

Investment Specialist Associate


As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists.  You will have an opportunity to master the skills required to build long-lasting client relationships – with the goal to progress into an Investment Specialist within one



In this role, you will learn, practice and apply the skills and knowledge required to confidently transition to an Investment Specialist position.  This includes a focus on developing new wealth management business relationships, cross selling and up-selling to existing clients to ensure investment portfolio growth, revenue generation and meeting defined goals.


Key Accountabilities


Learn and master the skills to promote the development and sustainable growth of proprietary investment business by:

Developing and implementing a structured business development strategy
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 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
Mutual Fund License
Financial Planning Designation (PFP) or Certified Financial Planner (CFP) in process
Highly effective verbal and written communication skills
Ability to work independently as a self-motivated entrepreneur
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

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 : Ontario : Stratford

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.

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