Job Purpose

This role is a core contributor within the Product Development team at Scotia Global Asset Management, with focus on external distribution channels. The role involves developing and maintaining leading edge actively managed investment solutions, including funds and ETFs, under the Dynamic brand. The successful candidate has a keen interest in the investment industry and demonstrates a high degree of curiosity and willingness to learn with a proactive and positive attitude.

Is this role right for you? In this role you will:

• Support and build key recommendations for initiatives throughout the product lifecycle by conducting research and analysis (e.g., product gap analysis, fee analysis, monitoring sales flow, asset growth, industry trends and developments).
• Work with partners across the business to implement product initiatives through key distribution channels.
• Assist in creation of advisor and investor support materials and tools, collaborating with Product Marketing, Product Management, and Communication teams.
• Manage the external data provider relationships, such as Morningstar, by providing information on new products and/or any changes to existing products.
• Track, monitor, and communicate the progress of initiatives against defined project milestone to ensure progress versus expectations. Proactively identify areas for automation and continuously review, challenge and propose solutions to streamline incumbent processes to increase efficiencies and team capacity.
• Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Actively participate in a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• Undergraduate degree

• 3+ years of investment fund industry experience

• Completion of Canadian Securities Course (CSC) and progression toward industry designations

• Proficiency in MS Office suite (Word, Excel, PowerPoint)

• Effective verbal and written communication skills

• Technically savvy, with a foundation in data analytics, experience using various data and research platforms such as Morningstar Direct is an asset

• Self-motivated, with a high degree of accountability. You thrive in a team environment and take a proactive approach to tackle any challenges or difficulties. Can-do attitude is a must.