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.

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