Senior Investment Consultant

4 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Job Title: Senior Investment Consultant

Scotiabank is seeking a highly skilled Senior Investment Consultant to join our team. As a key member of our Investment Solutions Group, you will play a critical role in driving business growth and delivering exceptional client experiences.

Key Responsibilities:
  • Contribute to the overall success of the Investment Solutions Group by executing individual goals, plans, and initiatives in support of the team's business strategies and objectives.
  • Grow fee-based and managed asset AUM by establishing, developing, and retaining account relationships within the ScotiaMcLeod sales channel.
  • Identify and develop new business opportunities and expand sales to achieve and exceed new business growth objectives.
  • Maintain and deepen existing Advisor relationships.
Accountabilities:
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Generate sales from new and existing clients and prospects in assigned ScotiaMcLeod branches.
  • Conduct regular branch meetings with Advisors and Branch Managers to educate them on the suite of fee-based/managed asset programs.
  • Create and deliver presentations for both Advisors and clients.
  • Assess relevant data and information to implement regional sales strategies, identify business opportunities, and provide input and assistance in resolving impediments to business growth.
Requirements:
  • Dynamic and effective communicator with the ability to captivate small and large audiences.
  • Superior ability to establish, build, and maintain strong relationships.
  • Well-developed presentation skills.
  • Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions.
  • Excellent knowledge of ScotiaMcLeod products and services and distribution channels.
  • Thorough knowledge of the securities industry and the stock and bond markets.
  • Over 10 years of financial services experience is required.
  • Strong level knowledge of ScotiaMcLeod fee-based programs and the Advisor channel is preferred.
  • Previous sales-related experience preferred.
  • CSC or financial industry-related designations (CIM, CFA, CIMA) are an asset.
  • University degree is required.
  • Strong knowledge of Microsoft Office (PowerPoint, Word, Excel) is required.
  • Knowledge of Power BI is an asset.
Working Conditions:
  • Work in a standard office-based environment; non-standard hours are a common occurrence. Business travel is a requirement.

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