Job Overview

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. You will build and leverage external and internal networks, engaging both prospects and existing clients to grow long‑term relationships and deliver exceptional financial planning.

Key Responsibilities

• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Execute business development plans for mass affluent prospects and existing clients, identifying opportunities and facilitating implementation of investment solutions or referrals.
• Pro...