Physician Engagement Specialist - Moncton, Canada - Scotiabank

Scotiabank

Verified Company

Moncton, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 180047

We are committed to investing in our employees and helping you continue your career at Scotiabank.

As a Physician Engagement Specialist, you will be responsible for proactively pursuing new client relationships by prospecting and maximizing opportunities with new clients.

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

Focus on following-up and nurturing prospective business opportunities to convert into new MD Management (MDM) clients
Provide service and advice through the course of engaging new clients and transition them to the appropriate service delivery channel
Utilize data to gain a better understanding of the prospect's engagement level with MDM
Seek out new opportunities to promote MDM and Scotia products and services
Work collaboratively with Financial Consultants and specialists to engage prospects
Keep abreast of marketing resources and share as a potential way to attract new business
Partner and work collaboratively with stakeholders by following up on various marketing initiatives and regional events to ensure success and identify opportunities
Manage referrals and track pipeline reporting to ensure effective sales management
Understand and build relationships with centers of influence, partnership associations and other areas of significant business opportunity
Maintain a strong social media presence and build the MD brand through your posts
Maintain solid knowledge and understanding of market conditions and financial planning competitive advantage to maintain valueadded relationship development
Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions
Actively pursue effective and efficient operations of your respective area, in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of daytoday business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Support advisors with client management activities as needed

The Must Haves:

Postsecondary education in Business or Marketing coupled with a minimum of 4 years' experience in a sales capacity
Must be IIROC licensed (RR) through the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook for Securities Industry Professionals (CPH), and 90day training. Post licensing requirement also includes the completion of the Wealth Management Essentials (WME) within 30 months. Completion of Life License and subsequent regulatory requirements (an asset, not a requirement)
Knowledge or experience in the Wealth Management industry is an asset
Experience in marketing, negotiating and public speaking is an asset
Proficient in the use of Microsoft Office
Bilingual (English/French) required

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

Confidence and an ability to connect with a variety of personality types
Networking and relationships building skills
An ability to work well on a crossfunctional team
An ability to work in a fastpaced environment
Organizational, interpersonal, oral, and written communication skills
An ability to collaborate and partner with other team members
Selfmotivation, are resourceful and take initiative
An overall ability to set, pursue and attain achievable goals

Location(s): Canada : New Brunswick : Moncton || Canada : Nova Scotia : Halifax || Canada : Prince Edward Island : Charlottetown

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.