Investment Field Consultant - Alberta

AB, Canada
Calgary, AB, M5C 2V9, Canada

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Job details

Apply by: Nov 17, 2026
Experience: 5+ years of financial services experience, preferably in mutual funds
Posting language: English
Posted: Oct 22, 2026

Original job description

Requisition ID: 277037

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

Purpose

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.

Is this role right for you? 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. 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.

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More about this job

Responsibilities

The consultant will develop and execute regional business plans to drive mutual fund sales and assets under management growth. They will also coach and motivate sales staff while ensuring adherence to compliance standards and global sales principles.

Requirements

Candidates must have an undergraduate degree in Finance or a related field and at least 5 years of experience in financial services. Strong knowledge of mutual fund sales and the ability to influence leadership teams are essential for success in this role.

Skills

Mutual fund sales
Business planning
Coaching
Sales strategy
Financial services
Relationship management
Presentation skills
Data analysis
Territory management
Leadership
Communication skills
Compliance
Risk management
Market share growth
Consulting

Visa sponsorship

Not detected in the job text

Keywords

Investment
Mutual funds
Sales strategy
Assets under management
Business development
Financial services
Coaching
Territory management
Compliance
Risk management
Canadian Securities Course
PFP
CFP
Wealth management
Banking
Market share
Consulting
Relationship management
Data analysis
Sales principles

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