Inside Investment Specialists

Requisition ID: 173172 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. 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 - Excited at taking initiative - Keen in achieving strong business outcomes in a fast-paced, 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 1. Drive investment sales results and support strong engagement - Pro-active and re-active 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. 2. Support sales efforts of sales management teams - Provide market updates and feedback. - Provide sales support insights and trends. 3. 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 day-to-day interactions. Desired Skills & Experience - 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 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 an asset. - Shifts will vary between 9:30 AM - 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.