Investment Sales Support Specialist (Toronto)

Investment Sales Support Specialist (Toronto)

06 Nov
|
Scotiabank
|
Toronto

06 Nov

Scotiabank

Toronto

Investment sales support specialists serve Scotia Financial Planning across Canada, using platform expertise and exceptional service to support mutual fund acquisitions.

At Scotiabank, this specialist supports the sales strategy and distribution channel. The work covers investment platforms, systems, processes, products, and cross-functional partnerships. It also provides insights that help the team lead identify trends, improvements, and efficiencies.

Key Responsibilities:

- Support mutual fund distribution teams with investment sales needs
- Provide expertise across platforms, systems, processes, and products
- Create, coordinate, and facilitate training and development requests
- Triage incidents and resolve escalated support problems




- Analyze business pain points and report operational insights

Requirements:

- University degree in business or related field, or equivalent experience
- Expert understanding of the end-to-end investment sales process
- Thorough knowledge of Scotiabank sales tools and support departments
- Excellent communication, presentation, listening, and interpersonal skills
- Robust problem-solving, critical thinking, and relationship-building abilities

Apply investment sales expertise, platform knowledge, and relationship-building skills supporting Scotia Financial Planning and mutual fund distribution.

📌 Investment Sales Support Specialist (Toronto)
🏢 Scotiabank
📍 Toronto

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