Job Description

Requisition ID: 236866



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


The Physician Engagement Specialist is responsible for developing and nurturing prospective (non-clients) business opportunities with a focus on converting physician prospects into long-term clients. This role involves business development, strategic partnership management, and personalized client engagement. The incumbent proactively builds relationships with key stakeholders, enhances brand presence within the physician community and leverages data-driven insights to optimize outreach strategies.

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

Develop and nurture relationships with Scotiabank, P&A partners, physician recruiters, centers of influence (COI's), medical clinics and key stakeholders to expand market reach and generate new client opportunities

Manage and grow a robust pipeline of physician prospects through targeted outreach, educational initiatives and personalized engagement strategies

Proactive opportunity management (analysis, prioritization and follow up)

Represent the organization at conferences, sponsorships, seminars and networking events to promote the value proposition and foster brand awareness

Sales Practices standards (lead qualification, lead follow up and conversion)

Identify and develop new opportunities to promote MD and Scotia products and services

Proactively engage physician prospects through discussions to understand their financial needs and align them with tailored solutions

Deliver high-impact presentations to physician groups, business partners and internal stakeholders showcasing specialized offerings

Utilize data insights to assess prospect engagement levels and optimize outreach efforts

Strengthen collaboration with financial consultants and regional managers to convert physician prospects into long-term clients

Proactively manage and expand a defined territory identifying key opportunities for business development

Foster and coordinate connections between prospects and advisors to ensure an exceptional client experience

Build a strong presence within the physician communities through regular engagement, social media activity and networking with advisors

Maintain a deep understanding of market conditions and competitive advantages to drive strategic initiative

Act as a key resource for internal teams providing coaching and insights on best practices for physician engagement

Educate and support partners and stakeholders through training sessions, presentations and strategic discussions

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

Post-secondary education and business marketing or related field

Minimum of 4 years of experience in business development sales or client engagement

Experience in the wealth management or financial services industry is an asset

Proven experience in marketing, negotiation, and public speaking

Working knowledge of RRSP's, RRIF's and RESP's, mutual funds and other investment products is preferred

Regular travel required (40-50%) to engage with physician prospects, attend events and build relationships within the community
Location(s): Canada : British Columbia : Vancouver


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.