Retail Inside Investment Specialist

2 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 175580 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **_ Purpose_** The Inside Investment Specialist is responsible for supporting the sales initiatives of Scotia Asset Management by providing exceptional support to mutual fund representatives in the Canadian Bank network while adhering to Global Sales Principles, compliance and regulatory requirements. **_ Accountabilities _** 1. Drive Investment Sales Results and Support Strong Financial Planning Engagement - Pro-active and re-active telephone conversations providing primary support for investment products including ScotiaFunds and Dynamic Funds. - Support meaningful customer engagement by leveraging systems and tools. - Support the new customer acquisition sales process including competitive portfolio analysis, assisting with the transfer process, and completing a phone coversation with our branch partners to help them win the business. - Support new and elevated MFRs by running the onboarding program. 2. Support Sales Efforts of Sales Management Teams - Provide market updates and feedback. - Provide district support and partner with the assigned Investment Field Consultant 3. Active member of the National Sales - Inside Sales Team. - Participate in team meetings, training forums, sharing best practices, updates, and information contributing to overall knowledge of entire team. - Keep Manager informed regarding developments internally and customer challenges or opportunities, as well as on going feedback received during day to day interactions. **_ Education / Experience / Other Information_** - Thorough understanding of long-term investment solutions to be able to provide the highest level of service expected. - Exceptional understanding of ScotiaFunds and Dynamic Funds products and how they can be positioned in a client’s portfolio. - Expert knowledge of Investment Products, Sales Tools, Systems and Support Departments at Scotiabank to support financial planning conversations of mutual fund representatives. This includes financial planning software as well as all retail deposit products and planning tools and systems. - Familiar with competitor products and industry trends. - Minimum of 5 years industry experience in a sales or marketing support role. - Good PC Desktop navigation skills (MS Office, Internet, etc). - Successful completion of the IFIC Mutual Funds Course or the Canadian Securities Course is required - CFP/PFP designation is an asset - French speaking is an asset Location(s): Canada : Ontario : Toronto || Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Vancouver || Canada : Manitoba : Winnipeg || Canada : New Brunswick : Fredericton || Canada : Newfoundland and Labrador : St John's || Canada : Nova Scotia : Halifax || Canada : Ontario : Ottawa 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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