Strategic Investment Consultant

4 days ago


Toronto, Ontario, Canada Scotiabank Full time

As a key member of the Scotiabank team, you will play a crucial role in driving business growth and customer satisfaction through expert investment consulting services. Your primary responsibility will be to develop and maintain strong relationships with advisors within ScotiaMcLeod, identifying and capitalizing on new business opportunities to achieve sales growth objectives.

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  • You will serve as the primary field resource for all fee-based and managed asset products, providing guidance and recommendations to advisors on portfolio construction and pricing strategies.
  • In addition, you will conduct regular branch meetings to educate advisors on the suite of fee-based and managed programs, ensuring they are equipped to meet their regulatory requirements and drive business success.
  • Your ability to establish and build strong relationships, combined with your expertise in financial services and investment solutions, will enable you to identify sales patterns and address concerns to improve asset growth.
  • You will also work closely with key partners, including Client Solutions group, Wealth Management Consultants, and external managers, to establish relationships and leverage broader bank resources.
  • Above all, you will champion a customer-focused culture, deepening client relationships and leveraging Bank relationships, systems, and knowledge to drive business results.


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