Investment Specialist Careers

Our mobile-first team is passionate about helping clients achieve their investment and financial planning goals. Together, we deliver expert advice for every future.

What does being an Investment Specialist look like at Scotiabank?

As a Scotiabank Investment Specialist, you are part of a team of investment professionals working together across the country to better serve our customers. We’re a winning team that values an entrepreneurial culture with the freedom to develop your career. We work in a fast-paced, flexible work environment and we partner with branches to deliver an exceptional client experience. 

You’ll have the freedom to grow your own practice. You’ll have the autonomy to build a mass affluent client base best suited to your specific goals, while benefitting from the support of Scotiabank. You’ll also set your own hours and have the ability to focus on what you do best, investments and financial planning for your clients.

We’ll provide you with leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, robust portfolio, and powerful financial planning software, and the strength of the Scotiabank brand.

You’ll have the best of both worlds: access to Scotia Global Asset Management and the branch network. By partnering with branches you’ll have access to promising client leads, and the ability to work out of and access the branch to host client meetings and events. Scotia Global Asset Management provides a wide range of investment solutions and global experience to help your clients achieve their goals.

What it's like to work here?

“Mobility is probably the number one thing that helps me in this role. It gives me the ability to meet clients when and where they need to meet.”


Investment Specialist

“The flexibility in this role allows me to have a creative approach when connecting with prospects both virtually and in person. From seminars to advertising campaigns, I have all the tools I need to reach my target clients and build my book of business.”


Investment Specialist

“Scotiabank has a really good support team. The marketing opportunities and what you’re able to get. I think that’s a huge asset.” 


Investment Specialist

Want to learn more about what it’s like to be a Scotiabank Investment Specialist?

Ascend Investment Specialist Career Kick Starter Graduate Program

You will join our Ascend Program as a full-time permanent employee. During the 12 months in the Ascend Program you will complete four phases that will position you for success in the Investment Specialist role. 

The four phases are key to your development and aims to ensure you receive a variety of learning and practical experiences, at a pace that marries the training you need with your desire to get started. You’ll hone critical selling and advice skills: identifying and contacting target clients, understanding client needs, creating financial plans, recommending investment solutions, and ongoing relationship management. You will also learn the tools and techniques that would generally take years to perfect outside of this program. We will teach you the foundations and give you the opportunity to put it all together and into action.

Ready to apply?

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