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Investment Specialist Associate - Kitchener/Waterloo, ON | Investment Specialist in Other Art &1

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Investment Specialist Associate - Kitchener/Waterloo, ON

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Location:
Kitchener
Description:

Requisition ID: 175078 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 six months. 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. Is this role right for you? In this role, you will: 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. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 30 on ListedBuy
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More About this Listing: Investment Specialist Associate - Kitchener/Waterloo, ON
Investment Specialist Associate - Kitchener/Waterloo, ON is a Other Art & Media Jobs Investment Specialist Job at Scotiabank located in United States. Find other listings like Investment Specialist Associate - Kitchener/Waterloo, ON by searching Oodle for Other Art & Media Jobs Investment Specialist Jobs.