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Title:  Sales Support Specialist, Scotia Financial Planning - Toronto

 

 

 

Requisition ID: 250140 

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

 

Purpose:

Contributes to the overall success of the Scotia Financial Planning team in Canada ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

 

The Sales Support Specialist is responsible to support the execution of the Scotia Financial Planning Team sales strategy and provide exceptional service to the distribution channel in driving mutual fund acquisitions. 

 

The sales support specialist is responsible to provide subject matter expertise on various investment platforms/systems, processes, and products through day-to-day support outreach and facilitation engagements.  The incumbent is also responsible to contribute to a dynamic sales support operation, effectively manage cross-functional partnerships, and provide sales support insights to the team lead.

 

Is this role right for you?  In this role, you are:

 

 

  • Drive investment sales performance by providing an elevated high-touch support service on various platforms/systems, processes, and products to a mutual fund distribution team whose mission focuses on Financial Planning, Investment Advice and Solutions for mass affluent Canadians.

 

  • Contributes to a dynamic sales support operation:
  • Accurately service the mutual fund distribution team in their day-to-day sales support needs.
  • Create, coordinate and/or facilitate training and development needs/requests.
  • Report and/or triage activities/issues/incidents; and identify, develop, and execute on sales support needs, opportunities, and trends.
  • Act as a key point of contact and provide timely and appropriate resolutions to escalated sales support problems/complaints.

 

  • Provide support to the Manager, Sales Support:  
  • Provide ongoing feedback, reporting and insights to identify trends, continuous improvements, and efficiencies.
  • Listen, collect, analyze, and evaluate business pain points across the program and support problem solving. 

 

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

 

  • University degree in business or a related field, or equivalent working experience
  • Professional oriented designation (CSC/CFP/PFP) is an asset
  • Expert understanding of the end-to-end investment sales process, including the interconnectivity of people, product, process, and technology.
  • Thorough understanding of the various sales tools/systems (e.g., Scotia Smart Investor, IP, Salesforce, Morningstar, etc.) and support departments (e.g., Investment Support, etc.) at Scotiabank.
  • Excellent communication, presentation (Onboarding Program, Skill-Builders, etc.), (written, verbal and listening) and interpersonal skills.
  • Solid problem-solving and critical thinking skills with the ability to influence effective resolution of issues/conflicts.
  • Outstanding relationship building skills to ensure co-operative working relationships with team members, colleagues, and business partners.
  • Sound PC desktop navigation skills (MS Office, Internet, etc.).
  • Familiar with competitor products and industry trends.
  • Bilingual in English and French 

 

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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