Job Description

Requisition ID: 256344

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

Purpose

The Inside Investment Specialist is responsible for supporting the sales initiatives of Scotia Asset Management by providing exceptional support to mutual fund representatives in the Canadian Bank network while adhering to Global Sales Principles, compliance and regulatory requirements.

Is this role right for you? In this role, you will:

1. Drive Investment Sales Results and Support Strong Financial Planning Engagement

• Pro-active and re-active telephone conversations providing primary support for investment products including ScotiaFunds and Dynamic Funds
• Support meaningful customer engagement by leveraging systems and tools.
• Support the new customer acquisition sales process including competitive portfolio analysis, assisting with the transfer process, and completing a phone conversation with our branch partners to help them win the business.
• Support new and elevated MFRs by running the onboarding program.

2. Support Sales Efforts of Sales Management Teams

• Provide market updates and feedback.
• Provide district support and partner with the assigned Investment Field Consultant

3. Active member of the National Sales – Inside Sales Team.

• Participate in team meetings, training forums, sharing best practices, updates, and information contributing to overall knowledge of entire team.
• Keep Manager informed regarding developments internally and customer challenges or opportunities, as well as on going feedback received during day to day interactions

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• Thorough understanding of long-term investment solutions to be able to provide the highest level of service expected.
• Exceptional understanding of ScotiaFunds and Dynamic Funds products and how they can be positioned in a client’s portfolio.
• Expert knowledge of Investment Products, Sales Tools, Systems and Support Departments at Scotiabank to support financial planning conversations of mutual fund representatives. This includes financial planning software as well as all retail deposit products and planning tools and systems.
• Familiar with competitor products and industry trends.
• Minimum of 5 years industry experience in a sales or marketing support role.
• Successful completion of the IFIC Mutual Funds Course or the Canadian Securities Course is required
• CFP/PFP designation is an asset
• French speaking is an asset

Location(s): Canada : Ontario : Toronto || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Vancouver || Canada : Manitoba : Winnipeg || Canada : Nova Scotia : Halifax

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.