Investment Planning Specialist, Scotia Financial Planning - Bathurst, NB

Requisition ID:

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

As an Investment Planning Specialist, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long‑term relationships.

External clients

As an Investment Planning Specialist you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value an Investment Planning Specialist brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no ...