Company

ScotiabankSee more

addressAddressMoncton, NB
type Form of workPermanent
salary SalaryCompetitive
CategorySales

Job description

 
 
Requisition ID: #
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Physician Engagement Specialist, you will be responsible for proactively pursuing new client relationships by prospecting and maximizing opportunities with new clients.  
Is this role right for you? In this role you will:
Focus on following-up and nurturing prospective business opportunities to convert into new MD Management (MDM) clients
Provide service and advice through the course of engaging new clients and transition them to the appropriate service delivery channel
Utilize data to gain a better understanding of the prospect’s engagement level with MDM
Seek out new opportunities to promote MDM and Scotia products and services
Work collaboratively with Financial Consultants and specialists to engage prospects in working with MD
Keep abreast of marketing resources and share as a potential way to attract new business
Partner and work collaboratively with stakeholders by following up on various marketing initiatives and regional events to ensure success and identify opportunities
Manage referrals and track pipeline reporting to ensure effective sales management
Understand and build relationships with centers of influence, partnership associations and other areas of significant business opportunity
Maintain a strong social media presence and build the MD brand through your posts
Maintain solid knowledge and understanding of market conditions and financial planning competitive advantage to maintain value-added relationship development
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Actively pursue effective and efficient operations of your respective area, 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. 
Support advisors with client management activities as needed
The Must Haves:
Post-secondary education in Business or Marketing coupled with a minimum of 4 years’ experience in a sales capacity
Must be IIROC licensed (RR) through the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook for Securities Industry Professionals (CPH), and 90-day training. Post licensing requirement also includes the completion of the Wealth Management Essentials (WME) within 30 months. Completion of Life License and subsequent regulatory requirements (an asset, not a requirement)
Knowledge or experience in the Wealth Management industry is an asset
Experience in marketing, negotiating and public speaking is an asset
Proficient in the use of Microsoft Office 
Bilingual (English/French) required
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Confidence and an ability to connect with a variety of personality types
Networking and relationships building skills
An ability to work well on a cross-functional team
An ability to work in a fast-paced environment 
Organizational, interpersonal, oral, and written communication skills  
An ability to collaborate and partner with other team members 
Self-motivation, are resourceful and take initiative
An overall ability to set, pursue and attain achievable goals
 
Location(s):  Canada : New Brunswick : Moncton || Canada : New Brunswick : Fredericton
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 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.
Refer code: 2088564. Scotiabank - The previous day - 2024-02-06 12:06

Scotiabank

Moncton, NB

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