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?
Stephanie
Investment Specialist
| My direct manager inspires me. No one has ever believed in me as much as her. She listens to our concerns and does everything in her power to remove obstacles to our success. She has an amazing ability to inspire confidence and I am extremely grateful to have her in my life not only as a leader, but as a mentor. |
Quinn
Investment Specialist
| I am most inspired by knowing I am helping my clients prepare for their futures. The sky is the limit and Scotiabank will allow you to grow your business as big as you want as long as you are willing to put in the work and effort. |
Katherine
Investment Associate
Helping others to understand their finances gives me a true sense of purpose. By helping them with their investments, we actively contribute to the improvement of their lifestyles. We also get the chance to help them achieve their dreams and that’s very fulfilling.
Discover Dawne's inspiring professional journey as an Investment Specialist!
Discover Dawne's daily responsibilities, her learning and development process, and what inspires her within the role.
"As a proud Scotiabanker of more than 2.5 decades, I'm confident in saying that Scotiabank boasts a world class culture that includes a strong commitment to Diversity, Equity and Inclusion. Our Mobile Advice Team is dedicated to enriching clients' lives through outstanding investment solutions and total wealth advice. Investment Specialists on the team enjoy a fast-paced environment and the freedom to develop their career in financial planning, while maintaining a sharp focus on their client relationships."
Tonya Campbell
Vice President, Mobile Advice Team
