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 Overview

The 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.
Main 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 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.
About You
  • 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.
Salary Information

We offer a competitive salary of $85,000 - $110,000 per year, depending on experience.



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