Role Overview
Contributes to the overall success of the Scotia Financial Planning team in Canada, ensuring specific individual goals, plans, initiatives are executed and delivered in support of the team’s business strategies and objectives.
What You Will Do
Supports the execution of the Scotia Financial Planning Team sales strategy, provides exceptional service to the distribution channel in driving mutual fund acquisitions, and provides subject matter expertise on various investment platforms/systems, processes, and products.
Why It Might Be a Fit
Drive investment sales performance by providing an elevated high-touch support service on various platforms/systems, processes, and products to a mutual fund distribution team.
Requirements
- University degree in business or a related field, or equivalent working experience
- Professional oriented designation (CSC/CFP/PFP) is an asset
- Expert understanding of the end-to-end investment sales process
- Thorough understanding of the various sales tools/systems and support departments
- Excellent communication, presentation, and interpersonal skills
- Solid problem-solving and critical thinking skills
- Outstanding relationship building skills
- Sound PC desktop navigation skills
- Familiar with competitor products and industry trends
- Bilingual in English and French is an asset
To apply for this job please visit jobs.scotiabank.com.
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