Strategic Business Development Specialist
3 weeks ago
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 strategies and objectives.
About the Role- This role is responsible for supporting and enabling two-way referrals between Scotia iTRADE and Scotia Wealth Management & key partner channels.
- The consultant will execute and triage targeted client offers with partners and participate in special projects.
- They will also expand Scotia iTRADE's sales reach through various distribution channels while being assigned to support various business line partners and geographic regions across Canada.
- The consultant will proactively build brand awareness and provide exceptional sales and service support to partners and clients directly.
- 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 their 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.
- B building Strategic Relationships:
- S
- upport 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.
- Responsible for contacting targeted Scotia iTRADE clients or prospects to introduce banking or investment solutions and deepen client relationships across the Bank.
- Manages two-way referral opportunities and triages 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.
- A university degree or work equivalency.
- A 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.
- A thorough understanding of the roles, responsibilities, resources, and processes of branch and wealth management partners.
- A 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.
We offer a competitive salary of $85,000 - $110,000 per year, depending on experience.
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