Sales Associate | Immediate Hire

3 weeks ago

Toronto ON, Canada Scotiabank Full time

The Scotia iTRADE Senior Sales 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 & Partnerships team, you are responsible for onboarding an assigned list of client leads via telephone or email for new accounts and account funding contributing to driving business growth. you are also responsible for managing all inbound telephone calls or emails from existing and new clients for account openings and brokerage transfers. Your primary accountabilities include acquisition of new online brokerage accounts, delivering exceptional client onboarding and supporting all targeted campaign sales efforts to increase business growth.



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 their respective areas in accordance with Scotiabank's Values, its Code of Conduct and 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.
Champion a high-performance environment and contributes to an inclusive work environment
Building Strategic Relationships:
Collaborate with key Bank partners to execute client acquisition and engagement strategies that will deepen client relationships across the bank
Initiate sales opportunities by supplementing sales activities during high demand periods and campaigns, acting as a product line expert to clients and internal partners
Contribute to the implementation of Scotia iTRADE marketing strategies (under the direction of the Manager) to maximize opportunities for business growth
Customer Focus / Results Focus (Scotia iTRADE client acquisition):
Take full responsibility for all client inquiries, concerns and complaints directed to them by resolving those matters within their discretion to the client's satisfaction as set out in the Bank's Complaint Resolution Standards and Procedures
Responsible for handling high net worth clients, complex accounts including corporate and trust accounts in a timely manner
Achieve sales targets, uncover client needs and provide solutions via telephone or email to selected assigned clients. Implementing the Customer Experience Model and adhering to the Global Sales Principles during client interactions
Acquire and maintain a detailed knowledge of Scotia iTRADE products and services as well as the policies and procedures necessary to respond appropriately to client inquiries
Develop and maintaining an awareness of competitors' products, services, and marketing initiatives; Contribute to effective team morale and employee relations through positive interaction with peers, Sales & Partnerships team, as well as management
Sales Goals (metrics will vary by geography):
New Accounts
External assets
Client Acquisition
Sales Conversion
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 region, in line with Global Sales Principles
The incumbent will receive coaching from Senior Manager, Sales & Partnerships.
Sales Contact Centre experience preferred
Successful completion of Canadian Securities Course license is preferred
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
Minimum of 2 years industry experience in a sales, relationship, or account management role.
Bilingualism is an asset (French and English)
Experience working with standard Microsoft Office applications (i.e. Excel and PowerPoint) Salesforce and other related CRM platforms.
Work in a standard office-based environment; extra hours during peak periods may be required to support special business needs or special projects.
All client interactions are via the phone and email. The position is subject to unpredictable volumes with call and correspondence due to market volatility.
“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.”


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.


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 . Candidates must apply directly online to be considered for this role.

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