Bilingual Physician Engagement Specialist

1 week ago

Moncton, New Brunswick, Canada MD Financial Management Full time
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
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

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