Requisition ID: 235986
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

ACCOUNTABILITIES

• 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 contributes to an inclusive work environment.

EDUCATION/EXPERIENCE

• University degree or work equivalency.
• Outbound Sales Contact Centre experience is a requirement.
• Successful completion of Canadian Securities Course and progressing towards IIROC IR (Investment Representative) license is preferred.
• 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 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) Salesforce and other related CRM platforms.
  Work Location: Toronto, Ottawa or Montreal
  “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 and English-speaking clientele.”
  Location(s): Canada : Ontario : Toronto || Canada : Ontario : Ottawa
  Scotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
  At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted

The Sales Associate contributes 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. The associate ensures all conducted activities are in compliance with governing regulations, internal policies and procedures.
As a member of Scotia iTRADE’s Sales & Partnerships team, you are responsible for managing all inbound telephone calls or emails from existing and new clients for account openings and brokerage transfers. You are an expert in onboarding clients and in providing a high standard of professional and personalized client experience consistent with our Scotia iTRADE business priorities.
Your primary accountabilities include acquisition of new online brokerage accounts, building strong client relationships and managing seamless end-to-end client onboarding experiences, and supporting all targeted campaign sales efforts to increase business growth.