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Scotiabank

SAM-MF Investment Field Consultant - Alberta

  • AB, Canada
  • Calgary, AB, M5C 2V9, Canada
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Job details

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Experience
5+ years of financial services experience, preferably in mutual funds
Posting language
English
Posted

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 act as a primary field resource to coach and motivate sales staff while ensuring adherence to compliance and sales principles.

Requirements

Candidates must possess 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, excellent communication skills, and relevant professional certifications are required.

Skills

  • Mutual fund sales
  • Investment advice
  • Business planning
  • Territory management
  • Coaching
  • Sales strategy
  • Data analysis
  • Presentation skills
  • Interpersonal skills
  • Communication
  • Financial services
  • Relationship management
  • Compliance
  • Risk management

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Management & Leadership
  • Consulting

Keywords

  • Investment
  • Mutual Funds
  • Sales Strategy
  • Assets Under Management
  • Financial Services
  • Business Planning
  • Territory Segmentation
  • Coaching
  • Compliance
  • Risk Management
  • Canadian Securities Course
  • PFP
  • CFP
  • Wealth Management
  • Retail Banking
  • Market Share Growth
  • Relationship Management
  • Data Analysis
  • Consulting

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