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Investment Specialist - Atlantic Job Vacancy in New Brunswick - Scotiabank Recruitment 2018

Investment Specialist - Atlantic Scotiabank New Brunswick March 2018 , With a lot of struggle in searching the good occupation, everyone is struggle to find out employment opportunity that fit to their capability. But do not worry since we have vacancies opening from Scotiabank here that would suit your desire. Scotiabank is the marvelous company that you should regard as getting career from, especially since this prospect might not come again so you need to get it as fast as you can. They have difference range of work opportunities from a lot industry of work. By joining Scotiabank you should be able to move forward your career and reach the purpose that you always want. Here are the condition needed.


Investment Specialist - Atlantic March 2018
Scotiabank New Brunswick

Requisition ID: 8265
Join the Global Community of Scotiabankers to help customers become better off.
Investment Specialist
As an Investment Specialist, you will focus on developing new wealth management business relationships as well as cross selling and up-selling to existing clients in the assigned market area. You will be responsible for ensuring investment portfolio growth, revenue generation and meeting defined goals, through an exclusive focus on establishing business development opportunities with prospects and clients.
You will also be responsible for driving investment sales and netting new client acquisition through a financial planning framework while developing relationships within the community.
Key Accountabilities
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Developing and implementing a structured business development strategy according to agreed-upon growth objectives
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 and expand 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
Minimize the Bank’s exposure to risk by:
Contributing to operational excellence and a satisfactory audit
Staying current on regulatory compliance, Know Your Client (KYC) and custody requirements and changes
Adhering to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering(AML)/Anti-Terrorist Financing, Financial Consumer Agency of Canada(FCAC), Know Your Customer(KYC), Canadian Deposit Insurance Corporation(CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Branch Manager and/or AMLCO and/or Investment Specialist Compliance Officer and/or Chief Compliance Officers and/or Investment Specialist Head Office as appropriate
Desired Skills & Experience
Post-secondary education in Business or related field
Financial Planning Designation (PFP) or Certified Financial Planner (CFP)
Mutual Fund License
Regulatory compliance in relation to the sale of our products, storage of information and ongoing monitoring of customer relationship; specifically in relation to Know Your Customer requirements; Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, CDIC and Occupational Health & Safety
3+ years of investment sales experience and financial planning
Proven networking, client acquisition and interpersonal skills
Advanced knowledge of practical sales techniques and prospecting
Highly effective verbal and written communication skills
Ability to work independently as a self-motivated entrepreneur with minimal supervision and also as part of a larger team
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
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
Other Information
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
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 : New Brunswick : Fredericton || Canada : New Brunswick : Moncton || Canada : New Brunswick : Saint John || Canada : Newfoundland and Labrador : St John's || Canada : Nova Scotia : Dartmouth || Canada : Nova Scotia : Halifax || Canada : Prince Edward Island : Charlottetown
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.

prior you send your CV, make sure you pay attention to the occupation explanation and requirement that they want. That way you would be sure that this work is without a doubt what you want. Try to carry out as much requirements as you can to boost your opportunity in having the work in Scotiabank. This occupation is appropriate for you who live in New Brunswick but you can still apply even if you are not reside in the city. Or you will also try to finding related vacancies that vacant in your area from Scotiabank that we also offer.

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