At a Glance
- Tasks: Drive mutual fund sales and support representatives with expert advice and strategies.
- Company: Join Scotiabank, a leading bank committed to inclusivity and community success.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with travel opportunities and a focus on coaching and collaboration.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Degree in Finance, 5+ years in financial services, and strong communication skills.
The predicted salary is between 82800 - 101200 $ per year.
Join Scotia Securities Inc. and contribute to our success by executing sales strategies within an assigned territory. Your goal will be to support mutual fund representatives in delivering client-focused, long-term investment advice, drive Assets Under Management (AUM) growth through retail branches, and promote adherence to Global Sales Principles.
In this role, you will:
- Develop and execute a regional business plan to:
- Increase assets under administration
- Drive market share growth
- Enhance knowledge among Mutual Fund Representatives (MFRs) of ScotiaFund Solutions and related tools
- Act as the primary field resource for registered representatives, boosting confidence in mutual fund positioning and sales strategies.
- Analyze data to implement territory segmentation strategies, identify business opportunities, and resolve barriers to growth.
- Collaborate with Branch Managers to implement strategies that drive mutual fund sales within their branches.
- Motivate and coach sales staff through presentations, workshops, and one-on-one consulting.
- Provide expert, timely assistance to sales officers via seminars and individual meetings.
- Ensure compliance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles, while managing operational, compliance, and conduct risk.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
- Undergraduate degree in Finance or related field
- 5+ years of financial services experience, preferably in mutual funds
- Strong knowledge of mutual fund sales and marketing
- Proven ability to coach and influence MFRs and leadership teams
- Excellent presentation, interpersonal, and communication skills
- Highly motivated self-starter with minimal supervision
- Canadian Securities Course (CSC), PFP, CFP or equivalent (asset)
Working Conditions:
- Hybrid work model: 20% remote, 80% branch locations (Supporting various districts within BC & Area Region)
- Extensive domestic travel
- Non-standard hours may occur
Location(s): Canada : Alberta : Calgary
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.
Sam-Mf Investment Field Consultant – Alberta 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.
