Client Engagement Specialist

Requisition ID: 237933

Established by MD Financial Management Inc. and Scotiabank, the Medicus Pension Plan is currently open to incorporated physicians in Alberta, British Columbia, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, and the Territories.

ARE YOU A BILINGUAL CLIENT FOCUSED INDIVIDUAL? THIS IS AN OPPORTUNITY TO WORK WITH OUR PHYSICIAN CLIENTS PARTICIPATING IN MEETINGS, ATTENDING ENGAGEMENT EVENTS AND EDUCATIONAL SESSIONS ABOUT THE MEDICUS PENSION PLAN. IN THIS ROLE YOU WILL BE THE FIRST POINT OF CONTACT FOR INQUIRIES ABOUT THE PENSION PLAN.

The Client Engagement Specialist contributes to the overall success of the Medicus Pension Plan, ensuring specific individual goals, plans, initiatives are executed in support of Medicus' business strategies and objectives. The role will ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

This role is a key component of the overall Medicus operating model and is responsible for ensuring the effective execution of Medicus' operational processes to ensure an outstanding client experience. The incumbent's unwavering focus in all activities they perform will be to provide the highest level of client service to existing and prospective Medicus clients.

Is this role right for you? In this role, you will:

Act as the first point of contact for Medicus, engaging with prospects and clients to effectively communicate and promote the Medicus value proposition.

Demonstrate a deep understanding of the physician journey and the Medicus Pension Plan to build trust and rapport with clients.

Execute high-quality discovery meetings with new clients, identifying their needs and presenting tailored solutions to facilitate closing.

Look for opportunities to exceed client expectations and create memorable experiences that enhance the Medicus brand.

Deliver financial literacy educational sessions to clients, both in one-on-one and group settings, to improve their understanding of the Medicus Pension Plan and its benefits.

Organize and staff Medicus presence at various engagement events, ensuring high levels of interaction and engagement with attendees.

Provide personalized and exceptional support to prospective Medicus Pension Plan members during the enrolment process, addressing any questions or concerns promptly and effectively.

Maintain regular follow-up with prospects and new members to ensure a smooth transition and continued satisfaction with Medicus services.

Plan, organize, and staff events that promote Medicus, ensuring all logistical details are handled seamlessly.

Engage with prospects and clients at events, providing information, answering questions, and creating a positive experience.

Track and report on sales performance against plan and/or individual targets.

Provide insights and recommendations to improve sales strategies and product offerings.

Participate in ongoing training and development programs to stay updated on pension products and sales techniques.

Maintain accurate records of sales activities, client interactions, and outcomes.

Generate regular reports on sales performance, pipeline status, and market feedback for management review.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

5+ years of experience

Experience providing exceptional personalized client service, particularly via phone or video call interactions.

Experience demonstrating strong interpersonal, self-motivation, presentation, communication, and written skills.

Pension Administration experience a strong asset.

Well organized, ability to meet deadlines.

Strong analytical, problem-solving, and reconciliation skills.

Ability to adapt to change.

Excellent teambuilding skills.

Ability to meet client service commitments and deadlines.

Be solution driven, resolution at first point of contact.

Knowledge of MS Office Tools

Bilingualism in French/English is required

University Degree, College Diploma and/or professional accreditation (or relevant equivalents) and/or equivalent experience

Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Ontario : Toronto

Medicus Pension PlanTM is a trademark of The Bank of Nova Scotia (Scotiabank), used under licence. The Scotiabank and MD logo are trademarks of Scotiabank, used under licence. Scotiabank is the sponsor of the Medicus Pension Plan, which is a registered pension plan and is registered under the Pension Benefits Act (Ontario) and the Income Tax Act (Canada). To determine if the Medicus Pension Plan is appropriate for your retirement planning needs and retirement income objectives, please consult with a financial advisor.

Scotiabank provides banking and credit products and services. Visit

MD Financial Management Inc. wholly owns or has a majority interest in the MD Group of Companies. It provides financial products and services, is the fund manager for the MD Family of Funds and offers investment counselling services. For a detailed list of the MD Group of Companies, visit