Overview
Building Blocks has been developed for all Scotiabank branch investment professionals including all sales officers who have a Mutual Fund license and are engaged in the sale of Scotiabank investment products:
- PBOs, SPBOs, AMSBs, and MSBs who deal with a broad range of assigned and unassigned customers, provide investment product solutions including mutual funds and general financial advice
- FAs / IPBSs, MPBs, and Branch Managers who deal with higher net worth and more sophisticated investors, provide comprehensive and in depth financial planning advice and solutions
- BCOs who provide guidance and oversight on mutual fund compliance policies and practices
BUILDING BLOCKS includes:
- a Self-Assessment tool
- a Learning Plan tailored to the needs of your role
- a learning Primer for each Building Blocks topic
- learning resources and tools
BUILDING BLOCKS is supported by:
- your manager / coach, coaching resources, and a team of specialists
- a variety of learning activities
