Investment Planning Specialist, Scotia Financial Planning - Moncton, NB

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 7, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Planning Specialist, Scotia Financial Planning - Moncton, NB Moncton Requisition ID: 251265 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 matter where they are starting from. Internal clients - As an Investment Planning Specialist, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full breadth of Scotiabank's resources-bringing the best of the bank t

Read the full description at jobs.scotiabank.com. FewerJobs shows a preview and links to the original posting.