Job Description

Requisition ID: 180047

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

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Physician Engagement Specialist to join our team.

This is a fully remote role within Canada, where you\xe2\x80\x99ll be working exclusively from the comfort of your own home.

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\xe2\x80\x99s 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 value-added relationship development
• Understand how the Bank\xe2\x80\x99s risk appetite and risk culture should be considered in day-to-day activities and decisions
• Actively pursue effective and efficient operations of your respective area, in accordance with Scotiabank\xe2\x80\x99s Values, its Code of Conduct and the 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.
• Support advisors with client management activities as needed

The Must Haves:

• Post-secondary education in Business or Marketing coupled with a minimum of 4 years\xe2\x80\x99 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 90-day 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? \xe2\x80\x93 We\xe2\x80\x99d 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 cross-functional team
• An ability to work in a fast-paced environment
• Organizational, interpersonal, oral, and written communication skills
• An ability to collaborate and partner with other team members
• Self-motivation, are resourceful and take initiative
• An overall ability to set, pursue and attain achievable goals

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/or they will serve and English-speaking clientele frequently.\xe2\x80\x9d

Location(s): Canada : Quebec : Montreal || 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.

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. If you require technical assistance, please . 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.

Scotiabank