Lead mutual fund sales strategies from Calgary across Alberta, using territory analysis and coaching to support client-focused investment advice. Hybrid work includes branch travel.
As Scotia Securities Inc.'s Investment Field Consultant, you will execute regional plans supporting mutual fund representatives and retail branches. Your work will grow assets under management, increase market share, and strengthen knowledge of ScotiaFund Solutions. You will also promote Global Sales Principles and manage operational, compliance, and conduct risk.
Key Responsibilities:
- Develop and execute regional mutual fund business plans
- Analyze data and segment territories to identify opportunities
- Coach representatives through presentations, workshops, and consulting
- Collaborate with Branch Managers to drive mutual fund sales
- Provide timely assistance through seminars and individual meetings
Requirements:
- Undergraduate degree in Finance or related field
- Five or more years of financial services experience
- Strong mutual fund sales and marketing knowledge
- Ability to coach and influence representatives and leaders
- Excellent presentation, interpersonal, and communication skills
Use mutual fund expertise, regional planning, and coaching skills to support Scotiabank growth across Alberta's retail branches.
Mutual Fund Investment Field Consultant in Calgary employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
