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Title:  SAM-MF Inside Investment Specialist




Requisition ID: 88706


Join the Global Community of Scotiabankers to help customers become better off.


Purpose of Job  

The Inside Investment Specialist is responsible for supporting the sales initiatives of Scotia Asset Management by providing exceptional support to mutual fund representatives in the Canadian Bank network while adhering to Global Sales Principles, compliance and regulatory requirements.


Key Accountabilities

1. Drive Investment Sales Results and Support Strong Financial Planning Engagement

  • Pro-active and re-active telephone conversations providing primary support for investment products including ScotiaFunds, Dynamic Funds and Retail Deposits.
  • Support meaningful customer engagement by leveraging finacial planning systems and tools.
  • Support the new customer acquisition sales process including competitive portfolio analysis, and assisting with the transfer process.

2.  Support Sales Efforts of Sales Management Teams

  • Provide market updates and feedback.

3. Active member of the Scotia Asset Management National Sales – Inside Sales Team. 

  • Participate in team meetings, training forums, sharing best practices, updates, and information contributing to overall knowledge of entire team. 
  • Keep Manager informed regarding developments internally and customer challenges or opportunities, as well as on going feedback received during day to day interactions.


Desired Skills & Experience

  • Thorough understanding of long-term investment solutions to be able to provide the highest level of service expected.
  • Exceptional understanding of ScotiaFunds and Dynamic Funds products and how they can be positioned in a client’s portfolio.
  • Expert knowledge of Investment Products, Sales Tools, Systems and Support Departments at Scotiabank to support financial planning conversations of mutual fund representatives. This includes financial planning software as well as all retail deposit products and planning tools and systems.
  • Familiar with competitor products and industry trends. 
  • Minimum of 5 years industry experience in a sales or marketing support role.
  • Good PC Desktop navigation skills (MS Office, Internet, etc.)


Education and Other Requirements

  • Successful completion of the IFIC Mutual Funds Course or the Canadian Securities Course.
  • CFP/PFP designation is an asset.
  • French speaking is an asset.

Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.


Location(s):  Canada : Alberta : Calgary 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


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.