SAM-MF Investment Field Consultant Greater Halifax Area
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Job Location:
Monthly Salary:
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 242998
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Purpose
Join Scotia Securities Inc. and contribute to our success by executing sales strategies within an assigned territory. Your goal will be to support mutual fund representatives in delivering client-focused long-term investment advice drive Assets Under Management (AUM) growth through retail branches and promote adherence to Global Sales Principles.
Is this role right for you In this role you will:
- Develop and execute a regional business plan to:
- Increase assets under administration
- Drive market share growth
- Enhance knowledge among Mutual Fund Representatives (MFRs) of ScotiaFund Solutions and related tools
- Act as the primary field resource for registered representatives boosting confidence in mutual fund positioning and sales strategies.
- Analyze data to implement territory segmentation strategies identify business opportunities and resolve barriers to growth.
- Collaborate with Branch Managers to implement strategies that drive mutual fund sales within their branches
- Motivate and coach sales staff through presentations workshops and one-on-one consulting.
- Provide expert timely assistance to sales officers via seminars and individual meetings.
- Ensure compliance with Scotiabanks Values Code of Conduct and Global Sales Principles while managing operational compliance and conduct risk.
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- Undergraduate degree in Finance or related field
- 5 years of financial services experience preferably in mutual funds
- Strong knowledge of mutual fund sales and marketing
- Proven ability to coach and influence MFRs and leadership teams
- Excellent presentation interpersonal and communication skills
- Highly motivated self-starter with minimal supervision
- Canadian Securities Course (CSC) PFP CFP or equivalent (asset)
Working Conditions
- Hybrid work model: 20% remote 80% branch locations
- Extensive domestic travel
- Non-standard hours may occur
Location(s): Canada : Nova Scotia : Halifax
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.
At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.
Required Experience:
Contract
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
