SAM-MF Investment Field Consultant

Requisition : 242998

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

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.

• Develop and execute a regional business plan:
  • Increase assets under administration
  • Drive market share growth
  • Enhance knowledge among Mutual Fund Representatives (MFRs) of Scotia Fund 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.

• 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)

• Hybrid work model: 20% remote, 80% branch locations
• Extensive domestic travel
• Non-standard hours may occur

Location(s):
Canada | Nova Scotia | Halifax

Scotiabank is a leading bank in the Americas. Guided by our purpose, 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, private banking, corporate and investment banking, and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings 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 .

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.

Required Experience: Contract

Key

Skills:

Sales Experience, Trusts, Financial Services, Investment Experience, Military Experience, Banking, Securities Law, Relationship Management, Customer Relationship Management, RMF, Financial Planning, Wills

Employment Type: Full Time
Experience: years
Vacancy: 1