National Consultant, Partnerships, Scotia Itrade

Requisition ID: 208207

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

National Consultant, Partnerships, Scotia iTRADE (Online Brokerage), Canadian Wealth Management

**Purpose**

Contributing to the overall success of the Sales & Partnerships team at Scotia iTRADE, the National Consultant’s mandate is to expand Scotia iTRADE’s sales reach through various distribution channels while being assigned to support specific assigned business line partner and geographic regions. The National Consultant will lead business development activities to proactively build brand awareness and provide exceptional sales and service support to partners and their clients.

**Key Accountabilities**
- Champions a partner and 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 his/her 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, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, Guidelines for Business Conduct and Global Sales Principles.
- Champion and contribute to a high performance and inclusive environment
- Customer Focus / Results Focus (Scotia iTRADE client acquisition):_
- Undertake, support and deliver direct sales initiatives targeting internal and/ or external channels to create broader awareness of Scotia iTRADE and drive profitable relationships.
- Ensure seamless onboarding is provided for all partner referrals by collaborating with internal partners (i.e. sales team, operation & regulatory, etc.)
- Communication (Self
- Directed Investing Subject Matter Expert):_
- Establish presence as key partner contact to triage any white glove onboarding need and to support any urgent partner and/or client escalations
- 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.
- Building Partner Relationships and Strategic Influencing:_
- Support the sales process by cultivating and building relationships with front line sales advisors, managers and leaders within assigned partner business line and geographic regions
- Lead partner engagement initiatives to increase overall brand awareness of Scotia iTRADE in assigned partner channels
- Lead business development efforts on campaigns and special projects to accelerate business growth in assigned partner channel (i.e. targeted client campaigns on referrals to Bank partners)
- Create and deliver tailored training, presentations, resources and guides to provide partner education and support initiatives both in-person and virtually
- Leverage technology (i.e. SharePoint, Viva Engage, etc.) to interact with internal partners
- Delivering regular KPI reports to assigned partner leaders to recognize wins and opportunities
- 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)**:

- Partner Referrals
- New Funded Accounts
- Assets under Administration (AUA)
- Revenue
- Engagement Activities
- 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 partner 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**
- 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 man