Scotiabank

National Consultant, Partnerships - Scotia iTRADE (Ontario)

Scotiabank • $80K — $95K *
Barrie, ON L4M 0C2In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • University degree or equivalent work experience
  • Minimum of 5 years in sales, relationship, or account management
  • Thorough understanding of Scotia iTRADE products and processes
  • Familiarity with competitor offerings in Wealth Management and Banking
  • Excellent verbal communication and presentation skills
  • Strong negotiation and influencing abilities
  • Bilingualism in French and English is an asset

Responsibilities

  • Champion a customer-focused culture to deepen client relationships
  • Support the sales process by building relationships with sales representatives and leaders
  • Introduce banking or investment solutions to targeted Scotia iTRADE clients
  • Manage two-way referral opportunities with collaboration across departments
  • Develop new business opportunities to accelerate Total Wealth delivery
  • Drive brand awareness through client education and support initiatives
  • Leverage technology to foster engagement with internal partners and clients

Benefits

  • Opportunity to contribute to high-performance and inclusive team environment
  • Personal development plans supported by management
  • Engagement in strategic initiatives to strengthen partner relationships
  • Access to resources for training and education on investment products
  • Potential for career advancement within a leading financial institution
Full Job Description
Requisition ID: 263730

Purpose

This role contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals, plans, initiatives are delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The National Consultant's mandate is to support and enable two-way referrals between Scotia iTRADE and Scotia Wealth Management & key partner channels. This is expected through the execution and triaging of targeted client offers with partners and participation in special projects. The consultant is also expected to expand Scotia iTRADE's sales reach through various distribution channels while being assigned to support various business line partners and geographic regions across Canada. The consultant will proactively build brand awareness and provide exceptional sales and service support to partners and clients directly.

Accountabilities
  • Champions a customer 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.
  • Pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, Guidelines for Business Conduct and Global Sales Principles.
  • Champion and contribute to a high performance and inclusive environment


Building Strategic Relationships:
  • Support the sales process by cultivating and building relationships with front line sales representatives and leaders from Scotiabank and Wealth Management business lines as well as direct client contact.
  • Customer Focus / Results Focus (Scotia iTRADE client acquisition):
  • Responsible for contacting targeted Scotia iTRADE clients or prospects to introduce banking or investment solutions and deepen client relationships across the Bank
  • Manages two-way referral opportunities and triages clients, working closely with the iTRADE Product Strategy, Wealth Analytics and Wealth Marketing teams; leveraging Wealth Complexity model data and insights.
  • Manage and support partnerships initiatives to develop new business opportunities on growth client segments and accelerate Total Wealth delivery while driving higher NPS (Net promoter score)
  • Undertake, support and deliver direct sales initiatives targeting internal and / or external channels to create broader awareness of Scotia iTRADE and drive profitable relationships.


Communication (Self-Directed Investing Subject Matter Expert):
  • Drive brand awareness through client education and support initiatives both in-person and virtually.
  • Develop and maintain an awareness of competitors' products, services, and marketing initiatives; and be able to articulate how Scotia iTRADE products/services provide superior value.
  • Create and deliver tailored training resources and guides as required to support evolving partner and client inquiries
  • Srategic Influencing (Promote Brand Awareness through an Omni-Channel Approach):
  • Leverage technology to interact with internal partners and clients to promote and advocate for Scotia iTRADE
  • Support the planning and execution on key partnership initiatives to strengthen partner engagement and increase business growth
  • Personal Development and Team Mindset:
  • Take ownership of Personal Development Plan and, work with manager to develop skills, behaviours and competencies required to achieve goals.
  • Contribute to effective team morale and employee relations through positive interaction with Sales & Partnerships team and management.
  • Participate and support change initiatives with the team while learning and embracing new procedures, technologies and processes.


Dimensions

Sales Goals (metrics will vary by geography):
  • New Funded Accounts
  • Assets under Administration (AUA)
  • Trades
  • Revenue
  • Engagement
  • Client Acquisition
  • Onboarding High Net Worth and Active Trading Relationships
  • Success will be determined by the incumbent's ability to achieve sales growth targets of Scotia iTRADE products throughout internal and / or external distribution channels in their assigned regions, in line with Global Sales Principles.
  • The incumbent operates using influence as well as direct authority.
  • The incumbent will receive coaching from the Senior Manager, Sales & Partnerships and guidance from the Director.


Education / Experience
  • University degree or work equivalency
  • Bilingualism is an asset (French and English)
  • Thorough understanding of Scotia iTRADE products, process, policy and services to be able to provide a high level of service & support while displaying confidence & expertise
  • Familiar with Wealth Management and Banking industry competitor offerings and products
  • Thorough understanding of the roles, responsibilities, resources and processes of branch and wealth management partners
  • Minimum of 5 years industry experience in a sales, relationship or account management role
  • Excellent verbal communication and presentation skills
  • Strong negotiation and influencing skills
  • Extremely proactive, can work well independently or in a team setting and demonstrates a high degree of perseverance
  • Successful completion of Canadian Securities Course is preferred
  • Experience working with standard Microsoft Office applications (i.e. Excel and PowerPoint) and Salesforce CRM


Location(s): Canada : Ontario : Barrie || Canada : Ontario : Belleville || Canada : Ontario : Brantford || Canada : Ontario : Sudbury || Canada : Ontario : Thunder Bay

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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