Title: Partnership Associate, Scotia iTRADE - British Columbia Requisition ID: 209723
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The Scotia iTRADE Partnership Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s business strategies and objectives. The associate ensures all conducted activities are in compliance with governing regulations, internal policies and procedures.
As a member of Scotia iTRADE’s Sales and Partnerships Team, you are responsible for providing a white glove onboarding an assigned list of high value client leads via telephone or email that contribute to overall business growth success. You are also required to support partnership initiatives that increase engagement and deepen relationships with our High Net Worth clients.
Your primary accountabilities include acquisition of new online brokerage accounts, delivering exceptional client onboarding for high value clients for partner referrals and supporting all targeted campaign sales efforts to increase business growth.
Accountabilities Champion 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 your 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.
Champion and contribute to a high performance and inclusive environment.
Building Strategic Relationships:
Work closely with the National Consultants to execute client acquisition and engagement strategies that will deepen client relationships across the bank.
Develop and implement structured outbound calling strategies according to agreed upon growth objectives.
Initiate sales opportunities by supplementing business development sales activities during high demand periods and campaigns.
Contribute to the implementation of Scotia iTRADE education and marketing strategies to maximize opportunities for business growth.
Customer Focus / Results Focus:
Be an expert in onboarding iTRADE clients by adopting a consultative approach while having targeted conversations about the products, services and associated offers that are relevant to the client.
Handle sales and service inquiries for High Value clients including complex accounts (e.g. Corporate and trust accounts).
Deliver education as needed through meetings, events, webinars, and presentations.
Take full responsibility for all client inquiries, concerns and complaints directed to them by resolving matters within their discretion to the client’s satisfaction.
Achieve sales targets, uncover client needs and provide solutions to assigned clients.
Communication:
Support driving brand awareness and prospecting through client education and training initiatives.
Develop and maintain an awareness of competitors’ products, services, and marketing initiatives.
Process client requests (inquiries, transactions, onboarding) in a timely and efficient manner.
Maintain the confidentiality of the client information and ensure all transactions are compliant.
Provide timely updates and end-to-end support for all onboarding requirements to the client and partner.
Personal Development and Team Mindset:
Take ownership of Personal Development Plan and work with Senior 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.
Education/Experience
University degree or work equivalency.
Familiar with Wealth Management and Banking industry competitor offerings and products.
Minimum of 3-4 years industry experience in a sales, relationship or account management role.
Expert verbal communication and presentation skills.
Expert interpersonal and negotiation skills are essential.
Extremely proactive, can work well independently or in a team setting.
Thorough understanding of the roles, responsibilities, resources and processes of branch and wealth management partners.
Successful completion of Canadian Securities Course and progressing towards IIROC IR (Investment Representative) license is preferred.
Thorough understanding of Scotia iTRADE products, process, policy and services.
Experience working with Microsoft Office applications (i.e. Excel and PowerPoint), Salesforce and other related CRM platforms.
Bilingualism is an asset (French and English).
Working Conditions Work in a standard office-based environment; non-standard hours are a common occurrence.
All client interactions are via the phone and email.
This position is subject to unpredictable call and correspondence volumes due to market volatility.
Location : We are open to candidates who are based anywhere in British Columbia.
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