Sales Associate

2 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Senior Sales Associate Job Description

Requisition ID: 197431

As a Senior Sales Associate at Scotia iTRADE, you will contribute 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.

Key Responsibilities:

  • Acquire new online brokerage accounts, delivering exceptional client onboarding and supporting all targeted campaign sales efforts to increase business growth.
  • 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.
  • 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 contribute to an inclusive work environment.

Requirements:

  • University degree or work equivalency.
  • 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 and support while displaying confidence and 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 2 years industry experience in a sales, relationship, or account management role.
  • Expert verbal communication and presentation skills and the ability to disseminate key ideas and information to clients and partners.
  • Expert interpersonal and negotiation skills are essential.
  • Extremely proactive, can work well independently or in a team setting, and demonstrates a high degree of perseverance.
  • Bilingualism is an asset (French and English).
  • Experience working with standard Microsoft Office applications (i.e., Excel and PowerPoint) and Salesforce and other related CRM platforms.

Working Conditions:

  • Work in a standard office-based environment; non-standard hours are a common occurrence; extra hours during peak periods may be required to support special business needs or special projects.
  • The incumbent works out of a Contact Centre environment. All client interactions are via the phone and email. The incumbent is consistently interacting with clients, which results in high sensory attention for extended periods of time. 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 English-speaking clientele.

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