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Title:  Inside Investment Specialist (Remote)




Requisition ID: 155430

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


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 Engagement

  • Pro-active and re-active telephone conversations providing primary support for investment products including ScotiaFunds and Retail Deposits.
  • Support meaningful customer engagement by leveraging investment 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 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. 
  • Familiar with competitor products and industry trends. 
  • Minimum of 5 years industry experience in a sales or marketing support role.
  • Solid facilitation skills to support training delivery (Onboarding, Skill-Builders, etc.)
  • 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.
  • Shifts will vary between 9:30 AM - 7 PM EST 
  • Remote within Canada


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 : Ontario : Toronto 

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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