National Consultant, Partnerships, Scotia iTRADE - Vancouver, BC

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Requisition ID: 251892 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose 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 andobjectives. Ensures all activities conductedare in compliance withgoverning regulations, internalpoliciesand procedures.

The National Consultant’s mandate is to support and enable two-way referrals between ScotiaiTRADEand 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 ScotiaiTRADE’ssales reach through various distribution channels while being assigned to support various business line partners and geographic regions across Canada. TheNational Consultant willprioritizein person meetings tofoster strongpartnerships, proactively build brandawarenessand provide exceptional sales and service support to partners and clients.

Accountabilities Champions a customer focused culture to deepen client relationships andleveragebroader Bank relationships,systemsand 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 (ScotiaiTRADEclient acquisition) Responsible for contacting targeted ScotiaiTRADEclients 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 theiTRADEProduct Strategy, Wealth Analytics and Wealth Marketingteams;leveragingWealth 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,supportand deliver direct sales initiatives targeting internal and / or external channels to create broader awareness of ScotiaiTRADEand 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 andmaintainan awareness of competitors’ products, services, and marketing initiatives; and be able to articulate how ScotiaiTRADEproducts/services provide superior value.

Create and deliver tailored training resources and guides asrequiredto support evolving partner and client inquiries

SrategicInfluencing (Promote Brand Awareness through an Omni-Channel Approach) Leverage technology to interact with internal partners and clients to promote and advocate for ScotiaiTRADE

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 competenciesrequiredto 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,technologiesand processes.

Dimensions Sales Goals (metrics will vary by geography) New Funded Accounts

Assets under Administration (AUA)

Revenue

Engagement

Client Acquisition

Onboarding High Net Worth and Active Trading Relationships

Success will bedeterminedby the incumbent’s ability to achieve sales growth targets of ScotiaiTRADEproducts throughout internal and / or external distribution channels in their assigned regions, in line with Global Sales Principles.

The incumbentoperatesusing influence as well as direct authority.

The incumbent will receive coaching from the Senior Manager, Sales & Partnershipsand guidance from the Director.

Education / Experience University degree or work equivalency

Thorough understanding of ScotiaiTRADEproducts, process,policyand services to be able to providea high levelof 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,relationshipor 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 anddemonstratesa high degree of perseverance

Successful completion of Canadian Securities Course is preferred

Bilingualism is preferredFrench and English)

Experience working with standard Microsoft Office applications (i.e. Excel and PowerPoint) and Salesforce CRM

Location(s): Canada : British Columbia : Vancouver Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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