City : Kelowna, BC, CA

Category : Financial Specialist

Industry : Financial Services/Banking

Employer : Scotiabank

Requisition ID: 211132

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

You’ve been invited attend Scotiabank Financial Planners evening social (by invite only). Join us for an evening of networking and discussion. Joining Scotiabank would mean joining a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Is this role right for you? In this role, you will: 

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. 
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively 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. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities. 

Do you have the skills that will enable you to succeed in this role? -We’d Love To Work With You If You Have:

• 3 years of experience in financial planning and investment sales. 
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district. 

If you’re looking to explore opportunities about Financial Planning, look no further than Scotiabank’s Financial Planning team. In this event, you will be able to connect you with senior leadership within Scotiabank's Financial Planning team to learn more about our business model and build connections for future opportunities.

Mark your calendars for Thursday, Dec 5th and plan to attend this event. Expect the following from the event:

• Expand your understanding of the banking industry
• Increase your understanding knowledge, skills and attributes employers look for in future employees
• Learn about employment opportunities
• Bring your resume along with your questions
• Expand your professional network and meet the experts
• Dress to impress!
• Most importantly have a good time!

Apply below to get contacted by a recruiter regarding next steps!

Location(s):  Canada : British Columbia : Kelowna || Canada : British Columbia : Penticton || Canada : British Columbia : Salmon Arm || Canada : British Columbia : Summerland || Canada : British Columbia : Vernon 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.