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Added 1 hour ago
BH
Sales Representative - Edmonton/Northern AB
Bausch Health Companies Inc.
AB · Edmonton, AB
- Internship
Focuses on territory sales targets, new business development, and troubleshooting on problem or key markets.
Added 2 hours ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Sherwood Park, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 2 hours ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
Rocky View No 44, AB · Rocky View County, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 2 hours ago
DD
DSW: Sales Associate
DSW Designer Shoe Warehouse
Calgary, AB
- Part-time
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 2 hours ago
L
Assistant Manager, Guest Experience | Rideau Centre
lululemon
Ottawa, ON
- Full-time
…connecting, and being well. We owe our success to our innovative product, emphasis on stores, commitment to our people, and the incredible connections we make in every community we're in.…
Added 4 hours ago
ES
Senior Systems Architect
Euna Solutions
Oakville, ON
- Full-time
The Platform & Enterprise Technology team at Euna Solutions sets the architectural foundation that every product in the portfolio runs on, and this role owns that foundation. As Senior…
Added 4 hours ago
OA
Graphic Designer-ANJOU, QC
Oldcastle APG
Montreal, QC
- Other
The Graphic Designer produces 3D renders, textures, and visual materials to support product development and go-to-market activities, working closely with R&D, Marketing, and external…
Added 5 hours ago
DSW: Sales Associate
DSW-Designer Shoe Warehouse
Calgary, AB · AB · Rocky View, Alberta
As a (Part-time) Sales Associate, you will report to the Store Manager and assist in fostering inclusivity and diverse customer connections. In this role, you will be responsible for…
Added 7 hours ago
Retail Experience Lead
Fire & Flower Inc.
Canmore, AB
Provide a high level of customer service; build quality relationships with customers, suggest new products, provide product knowledge, and remind them of upcoming sales.
Added 9 hours ago
FB
Assistant Bakery Manager
Farm Boy Inc.
Ottawa, ON
- From $21 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 10 hours ago
CI
Supervisor (Part Time)
Carters Inc.
Calgary, AB
- Part-time
As a Part Time Supervisor, you will be the first face of the brand for growing families. You’ll congratulate new parents and grandparents, the first to introduce our new baby essentials,…
Added 11 hours ago
NA
Experienced Security Systems Integration Technician
New Age Group
Concord, ON
- $85,000 to $100,000 CAD / year
- Full-time
Program Alarm systems onsite with support from the Installation & Service Manager (ISM) and Project Managers.
Added 11 hours ago
SD
Specialist, Patient Care
Shoppers Drug Mart
Mississauga, ON
- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 13 hours ago
Principal Technical Program Manager, MADS
Amazon
Toronto, ON
…organization at Amazon Ads is looking for a Principal Technical Program Manager to drive the largest, most cross-cutting programs behind that…
Added 13 hours ago
Retail Experience Lead
Fire & Flower Inc.
Sherwood Park, AB
Provide a high level of customer service; build quality relationships with customers, suggest new products, provide product knowledge, and remind them of upcoming sales.
Added 13 hours ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 13 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
As a Manager, Enterprise, you will lead engagements with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets…
Added 13 hours ago
Senior Java Developer
Konrad
Toronto, ON
Konrad is an AI-driven digital consultancy and product-innovation firm providing AI, strategy, design, and technology services to the world’s most ambitious businesses and brands.
Added 14 hours ago
J
Senior Manager, Credit Risk
Jobber
Remote, Canada
- Full-time
- Remote
Lead broader Fintech and Risk initiatives on credit-risk-relevant topics, including new product launches.
Added 14 hours ago
AE
Field Technician - General - Forestry & Construction | Edmundston
A.L.P.A. Equipment Ltd.
St.-Jacques, NB · Saint-Jacques, NB
- Full-time
…career with a company that values your experience, supports your development, and recognizes your contributions - we'd like to meet…
Added 14 hours ago
AE
Sales Representative Construction | Truro
A.L.P.A. Equipment Ltd.
Upper Onslow, NS
- Full-time
Reporting to the Sales Manager, the Sales Representative will be responsible for promoting and selling our equipment brands, including JCB and Hyundai within an assigned territory in Nova…
Added 14 hours ago
AE
Field Technician - Construction | Balmoral
A.L.P.A. Equipment Ltd.
Balmoral, NB
- Full-time
…maintenance and troubleshooting in the field, every day brings new challenges and opportunities to build your…
Added 14 hours ago
AE
Field Technician - Forestry | Truro
A.L.P.A. Equipment Ltd.
Upper Onslow, NS
- Full-time
…maintenance and troubleshooting in the field, every day brings new challenges and opportunities to build your…
Added 14 hours ago
AE
Field Technician - General - Forestry & Construction | Moncton
A.L.P.A. Equipment Ltd.
Moncton, NB
- Full-time
…career with a company that values your experience, supports your development, and recognizes your contributions - we'd like to meet…
Added 14 hours ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…

Scotiabank

Sales Support Specialist - Scotia Financial Planning

Toronto, ON, M5H 0B4, Canada

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Applications open in a new tab.

Job details

Apply by: Nov 18, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

Requisition ID: 277533

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

Contributes to the overall success of the Scotia Financial Planning team in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The Sales Support Specialist is responsible to support the execution of the Scotia Financial Planning Team sales strategy and provide exceptional service to the distribution channel in driving mutual fund acquisitions.

The sales support specialist is responsible to provide subject matter expertise on various investment platforms/systems, processes, and products through day-to-day support outreach and facilitation engagements. The incumbent is also responsible to contribute to a dynamic sales support operation, effectively manage cross-functional partnerships, and provide sales support insights to the team lead.

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

Drive investment sales performance by providing an elevated high-touch support service on various platforms/systems, processes, and products to a mutual fund distribution team whose mission focuses on Financial Planning, Investment Advice and Solutions for mass affluent Canadians.
Contributes to a dynamic sales support operation:

Accurately service the mutual fund distribution team in their day-to-day sales support needs.
Create, coordinate and/or facilitate training and development needs/requests.
Report and/or triage activities/issues/incidents; and identify, develop, and execute on sales support needs, opportunities, and trends.
Act as a key point of contact and provide timely and appropriate resolutions to escalated sales support problems/complaints.

Provide support to the Manager, Sales Support:

Provide ongoing feedback, reporting and insights to identify trends, continuous improvements, and efficiencies.
Listen, collect, analyze, and evaluate business pain points across the program and support problem solving.

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

University degree in business or a related field, or equivalent working experience
Professional oriented designation (CSC/CFP/PFP) is an asset
Expert understanding of the end-to-end investment sales process, including the interconnectivity of people, product, process, and technology.
Thorough understanding of the various sales tools/systems (e.g., Scotia Smart Investor, IP, Salesforce, Morningstar, etc.) and support departments (e.g., Investment Support, etc.) at Scotiabank.
Excellent communication, presentation (Onboarding Program, Skill-Builders, etc.), (written, verbal and listening) and interpersonal skills.
Solid problem-solving and critical thinking skills with the ability to influence effective resolution of issues/conflicts.
Outstanding relationship building skills to ensure co-operative working relationships with team members, colleagues, and business partners.
Sound PC desktop navigation skills (MS Office, Internet, etc.).
Familiar with competitor products and industry trends.
Bilingual in English and French is an asset

Location(s): Canada : Ontario : Toronto || Canada : New Brunswick : Moncton || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa

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 Sales Support Specialist supports the Scotia Financial Planning team by driving investment sales performance and providing subject matter expertise on investment platforms. They are responsible for managing sales support operations, facilitating training, and resolving escalated issues to ensure team success.

Requirements

Candidates should possess a university degree in business or equivalent experience, with professional designations like CSC, CFP, or PFP considered an asset. A thorough understanding of investment sales processes, sales tools, and excellent interpersonal and communication skills are required.

Skills

Investment sales
Mutual fund distribution
Financial planning
Investment advice
Sales support
Relationship building
Problem solving
Critical thinking
Communication
Presentation skills
Salesforce
Morningstar
Scotia Smart Investor
Investment platforms
Reporting
Training facilitation

Visa sponsorship

Not detected in the job text

Keywords

Sales Support
Financial Planning
Mutual Funds
Investment Advice
Wealth Management
Scotia Smart Investor
Salesforce
Morningstar
CSC
CFP
PFP
Investment Sales
Business Strategy
Compliance
Relationship Management
Training
Reporting
Data Analysis
MS Office
Investment Platforms
Mass Affluent
Distribution Channel
Problem Solving
Critical Thinking
Interpersonal Skills
Presentation Skills
Financial Services
Banking
Investment Support
Process Improvement

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