Inside Investment Specialists

1 week ago


Toronto, Ontario, Canada Scotiabank Full time
Requisition ID: 173172

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

The Mobile Advice Team is looking for a dynamic self-starter who embraces a team environment and shares our passion to helping each and every customer realize their financial dreams The Inside Investment Specialist role is an excellent opportunity to be part of a vibrant, enthusiastic and high-energy team

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

  • Passionate about contributing to a customer focused and winning team culture
  • Highly engaged when working with a team, customers, and partners
  • Enthusiastic about problem solving and driving solutions
  • Excited at taking initiative
  • Keen in achieving strong business outcomes in a fastpaced, dynamic environment
Purpose of Job


The Inside Investment Specialist is responsible for supporting the sales initiatives of Scotia Asset Management by providing exceptional support, on various investment systems/tools, processes, and products, to mutual fund representatives in the Canadian Bank network while adhering to global sales principles, compliance and regulatory requirements.

Key Accountabilities

  • Drive investment sales results and support strong engagement
  • Proactive and reactive 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.
  • Support sales efforts of sales management teams
  • Provide market updates and feedback.
  • Provide sales support insights and trends.
  • Active member of the Mobile Advice Team Inside Investment Specialist team
  • Participate in team meetings, training forums, sharing best practices, updates, and information contributing to overall knowledge of entire team and program.
  • Provide support to the Manager, Sales Support regarding developments internally and customer challenges or opportunities, as well as on going feedback received during daytoday interactions.
Desired Skills & Experience

  • Expert understanding of the endtoend 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 at Scotiabank.
  • Excellent knowledge of investment solutions to be able to provide the highest level of service expected.
  • Familiar with competitor products and industry trends.
  • Solid problem solving skills with the ability to influence effective resolution of issues/conflicts.
  • Solid facilitation skills to support learning and training activities (Onboarding, Skill-Builders, etc.).
  • Sound PC desktop navigation skills (MS Office, Internet, etc.).
Education and Other Requirements

  • French speaking is a must, and shift can vary from 9:00 AM to 6:30 PM EST
  • Non-Bilingual shift is from 11:30 AM to 8 PM EST.
  • Remote within Canada.
  • University degree in business or a related field, or equivalent working experience.
  • Professional oriented designation (CSC/CFP/PFP) is an asset.
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.

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