Lead mutual fund sales strategies from Calgary across Alberta, using territory analysis and coaching to support client-focused investment advice. Hybrid work includes branch travel.

As Scotia Securities Inc.’s Investment Field Consultant, you will execute regional plans supporting mutual fund representatives and retail branches. Your work will grow assets under management, increase market share, and strengthen knowledge of ScotiaFund Solutions. You will also promote Global Sales Principles and manage operational, compliance, and conduct risk.

Key Responsibilities:

- Develop and execute regional mutual fund business plans
- Analyze data and segment territories to identify opportunities
- Coach representatives through presentations, workshops, and consulting




- Collaborate with Branch Managers to drive mutual fund sales
- Provide timely assistance through seminars and individual meetings

Requirements:

- Undergraduate degree in Finance or related field
- Five or more years of financial services experience
- Robust mutual fund sales and marketing knowledge
- Ability to coach and influence representatives and leaders
- Excellent presentation, interpersonal, and communication skills

Use mutual fund expertise, regional planning, and coaching skills to support Scotiabank growth across Alberta’s retail branches.

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📌 Mutual Fund Investment Field Consultant (Calgary)
🏢 Scotiabank
📍 Calgary