Title:  Investment Field Consultant, Virtual Advice

Requisition ID: 247790

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

Purpose

Scotia Securities Inc. is seeking a dynamic and results‑oriented Investment Field Consultant to drive sales growth, strengthen product knowledge, and elevate the client experience across our virtual distribution channels. You will play a key role in supporting Mutual Fund Representatives (MFRs) across the Wealth Call Centre, Virtual Advice Team, and Tangerine channels by delivering expert guidance, strategic sales support, and client‑focused investment advice.

This role is ideal for a highly motivated sales professional who thrives in a fast‑paced environment, excels in coaching and influencing, and is passionate about long‑term wealth solutions.

Key Accountabilities

Sales Growth & Business Planning

• Develop and execute a strategic business plan aligned with:
• Increased assets under administration (AUA)
• Strong market share growth
• Enhanced product knowledge among MFRs
• Achieve sales growth targets and ensure retention of mutual fund products across virtual distribution channels.

Field Sales Support & Coaching

• Act as the primary field resource for MFRs, providing:
• Product expertise on Scotiafunds and Tangerine Investment Solutions
• Sales strategies and product positioning guidance
• Coaching and ongoing development to deepen confidence and capability
• Deliver presentations, workshops, and 1:1 consultations to build sales effectiveness, product mastery, and adoption of Global Sales Principles.

Territory Strategy & Insights

• Analyze data and sales trends to identify growth opportunities, segment territories, and support business planning.
• Provide insights and feedback to internal teams to help shape product positioning and sales initiatives.
• Diagnose and assist in resolving barriers to business development.

Professional Support & Conduct

• Deliver timely, accurate support through daily seminars, training sessions, and consultations.
• Uphold Scotiabank values, Code of Conduct, and Global Sales Principles in all activities.
• Ensure adherence to operational, compliance, AML/ATF, and conduct risk standards.
• Demonstrate strong understanding of the Bank’s risk appetite and integrate it into daily decision‑making.

Qualifications & Experience

• 3–5+ years of sales experience in financial services, with an emphasis on mutual funds.
• Strong knowledge of Canadian mutual fund industry, competitive landscape, and investment distribution.
• Proven success coaching and influencing MFRs and leadership.
• Exceptional presentation, communication, and interpersonal skills.
• Demonstrated track record of achieving or exceeding sales targets.
• Highly motivated self‑starter, capable of operating with minimal supervision.

Education & Certifications (Assets)

• Undergraduate degree in Finance, Business, or related field
• Canadian Securities Course (CSC), PFP, CFP, or equivalent/designation
• Mutual Funds License (past or present)

Location(s):  Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Vancouver || Canada : Manitoba : Winnipeg || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa || Canada : Ontario : Toronto || Canada : Quebec : Montreal || Canada : Quebec : Quebec 

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.