Strategic Partnerships Consultant

4 weeks ago

Vancouver, British Columbia, Canada Scotiabank Full time

Role Overview

We are seeking a highly skilled and experienced National Consultant, Partnerships to join our Sales & Partnerships team in Canada. As a key member of our team, you will contribute to the overall success of our business by ensuring specific individual goals, plans, and initiatives are delivered in support of our team's business strategies and objectives.

Key Responsibilities

  • 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

  • Support the sales process by cultivating and building relationships with front-line sales representatives and leaders from Scotiabank and Wealth Management business lines, as well as direct client contact.
  • Customer Focus / Results Focus (Scotia iTRADE client acquisition):
  • Responsible for contacting targeted Scotia iTRADE clients or prospects to introduce banking or investment solutions and deepen client relationships across the Bank.
  • Manage two-way referral opportunities and triage clients, working closely with the iTRADE Product Strategy, Wealth Analytics, and Wealth Marketing teams; leveraging Wealth Complexity model data and insights.
  • Manage and support partnerships initiatives to develop new business opportunities on growth client segments and accelerate Total Wealth delivery while driving higher NPS (Net promoter score).
  • Undertake, support, and deliver direct sales initiatives targeting internal and/or external channels to create broader awareness of Scotia iTRADE and drive profitable relationships.

Communication (Self-Directed Investing Subject Matter Expert):

  • Drive brand awareness through client education and support initiatives both in-person and virtually.
  • Develop and maintain an awareness of competitors' products, services, and marketing initiatives; and be able to articulate how Scotia iTRADE products/services provide superior value.
  • Create and deliver tailored training resources and guides as required to support evolving partner and client inquiries.
  • Srategic Influencing (Promote Brand Awareness through an Omni-Channel Approach):
  • Leverage technology to interact with internal partners and clients to promote and advocate for Scotia iTRADE.
  • Support the planning and execution on key partnership initiatives to strengthen partner engagement and increase business growth.
  • Personal Development and Team Mindset:
  • Take ownership of Personal Development Plan and work with 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.

Dimensions

Sales Goals (metrics will vary by geography):

  • New Funded Accounts
  • Assets under Administration (AUA)
  • Trades
  • Revenue
  • Engagement
  • Client Acquisition
  • Onboarding High Net Worth and Active Trading Relationships
  • 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 regions, in line with Global Sales Principles.
  • The incumbent operates using influence as well as direct authority.
  • The incumbent will receive coaching from the Senior Manager, Sales & Partnerships and guidance from the Director.

Education / Experience / Other Information

  • University degree or work equivalency
  • 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
  • Familiar with Wealth Management and Banking industry competitor offerings and products
  • Thorough understanding of the roles, responsibilities, resources, and processes of branch and wealth management partners
  • Minimum of 5 years industry experience in a sales, relationship, or account management role
  • Excellent verbal communication and presentation skills
  • Strong negotiation and influencing skills
  • Extremely proactive, can work well independently or in a team setting and demonstrates a high degree of perseverance
  • Successful completion of Canadian Securities Course is preferred
  • Bilingualism is preferred (French and English)
  • Experience working with standard Microsoft Office applications (i.e. Excel and PowerPoint) and Salesforce CRM

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