BC Region Investment Consultant Role
S
Scotiabank
📍 vancouver, metro vancouver regional district, Canada
Job Description
Elevate mutual fund sales at Scotia Securities Inc. as an Investment Field Consultant, located in the BC Region. This hybrid position is about client-focused advice, AUM growth, and strategic sales execution.
You will take the lead in developing business strategies targeting asset growth and share enhancement in your territory. Your role involves training and motivating mutual fund representatives to optimize their sales approaches. Work alongside Branch Managers to ensure successful implementation of sales initiatives while analyzing market data.
Key Responsibilities:
• Execute business plans to boost assets under administration
• Provide expert support and resources to MFRs
• Analyze market data for segmentation and opportunity identification
• Lead workshops and individual coaching sessions
• Oversee compliance with Scotiabank’s Code of Conduct
Requirements:
• Finance degree or a related field is required
...
You will take the lead in developing business strategies targeting asset growth and share enhancement in your territory. Your role involves training and motivating mutual fund representatives to optimize their sales approaches. Work alongside Branch Managers to ensure successful implementation of sales initiatives while analyzing market data.
Key Responsibilities:
• Execute business plans to boost assets under administration
• Provide expert support and resources to MFRs
• Analyze market data for segmentation and opportunity identification
• Lead workshops and individual coaching sessions
• Oversee compliance with Scotiabank’s Code of Conduct
Requirements:
• Finance degree or a related field is required
...