Partnership Associate, Scotia iTRADE

1 month ago

Vancouver, Canada Scotiabank Full time
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.
#J-18808-Ljbffr

  • Partnership Associate, Scotia Itrade

    1 month ago

    Vancouver, Canada Scotiabank Full time

    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...

  • Partnership Associate, Scotia iTRADE

    2 weeks ago

    Vancouver, Canada Scotiabank Full time

    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...

  • Strategic Business Development Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job OverviewWe are seeking an experienced Strategic Business Development Specialist to join our Scotia iTRADE Partnerships team in Canada. The ideal candidate will have a proven track record in sales, relationship management, and account development.About the RoleThis is a dynamic and challenging opportunity for a results-driven professional to contribute to...

  • Sales and Partnerships Development Specialist

    1 week ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job OverviewThe 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.

  • Partnership Associate, Scotia iTRADE

    1 month ago

    Vancouver, Canada Scotiabank Full time

       Requisition ID: 209723Join 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...

  • Associate - Corporate Sales

    2 weeks ago

    Vancouver, Canada Scotiabank Full time

    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,...

  • National Consultant, Partnerships

    4 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 205411 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 and objectives....

  • Associate - Corporate Sales

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    p>PurposeThe 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...

  • Associate - Corporate Sales

    3 weeks ago

    North Vancouver, Canada Scotiabank Full time

    p>PurposeThe 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...

  • Partnership Associate, Scotia iTRADE

    1 week ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job OverviewWe are seeking a skilled Partnership Associate to join our Sales & Partnerships team in Canada. As a key contributor, you will play a vital role in driving business growth and delivering exceptional client experiences.

  • Strategic Business Development Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    At Scotiabank, we offer an exciting opportunity for a National Consultant, Partnerships to join our Sales & Partnerships team in Canada.Job OverviewThe successful candidate will contribute to the overall success of the Sales & Partnerships team by ensuring specific individual goals, plans, and initiatives are delivered in support of the team's business...

  • Senior Sales Development Consultant

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    OverviewScotiabank is a leading financial institution in Canada, committed to delivering exceptional customer experiences and driving business growth.Compensation PackageWe offer a competitive salary range of $80,000 - $120,000 per annum, based on experience and qualifications.About the RoleThe Senior Sales Development Consultant will play a critical role in...

  • Community Partnerships Student Associate

    1 week ago

    Vancouver, Canada BC Lions Full time

    **Community Partnerships Student Associate (**Full Time Contract)** **Outreach Department (BC Lions Surrey Facility 10605 City Parkway Surrey)** **Organization Description**: *** Professional Football Franchise representing the Province of BC as well as being a major player in the Vancouver and Canadian sports market. The BC Lions Football Club prides...

  • Associate, Academia Partnerships

    6 months ago

    Vancouver, Canada Electronic Arts Full time

    Electronic Arts has launched an initiative, PAIR - Partnerships for Academia | Innovation | Research. The mission is to cultivate a dynamic ecosystem with a diverse portfolio of partners to foster mutual inspiration and collaboration. Additionally, we aim to assist our game teams by creating important opportunities that foster early career talent pipelines,...

  • Philanthropy Associate, Corporate Partnerships

    5 months ago

    Vancouver, Canada British Columbia Children's Hospital Foundation Full time

    **Philanthropy Associate** Full time, Permanent 2324-17 **What we do** - At BC Children’s Hospital Foundation, we’re on a quest to ensure every kid in the province receives the best health care imaginable. As a fundraising organization, we inspire communities and people to support BC Children’s Hospital, along with its world-class research institute,...

  • Community Partnerships Officer

    6 months ago

    Vancouver, Canada VGH & UBC Hospital Foundation Full time

    **Who are we?** VGH & UBC Hospital Foundation is Vancouver Coastal Health's primary philanthropic partner, raising funds for specialized adult health services and research for all British Columbians. We partner with donors to drive innovation and sustainable health care at VGH & UBC Hospital, GF Strong Rehab Centre, Vancouver Coastal Health Research...

  • Estate Planning Leader

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the Role:This esteemed position as Estate Planning Leader seeks a highly skilled and experienced professional to drive strategic growth and partnership in Western Canada.As Practice Lead, Estate and Trust Consultant, you will be responsible for delivering solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across your region, providing...

  • Collections Advisor Scotia Dealer Advantage

    6 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 184903 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Collections Advisor** Scotia Dealer Advantage is one of Canada’s largest and fastest growing Special Finance companies providing automotive financing programs nationwide. We build partnerships with authorized independent and...

  • Partnerships and Events Coordinator

    1 day ago

    Vancouver, Canada BC Recreation and Parks Association Full time

    **About BCRPA**: BC Recreation and Parks Association (BCRPA) is a not-for-profit organization that plays a central role in leading the enrichment and improvement of the quality of life of British Columbians and their communities. We do this by championing the power of recreation and parks. Ours is a story of creating community connectedness and individual...

  • Employer Partnerships Specialist

    2 months ago

    Vancouver, Canada Immigrant Employment Council of BC Full time

    **About Us** The Immigrant Employment Council of BC (IEC-BC) is a dynamic not-for-profit that helps BC employers recognize the collective value immigrants bring to the workforce, positively impacting our society and economy. As a growing organization, our programs break down barriers that keep BC businesses from making full use of the diverse skills and...