National Consultant, Partnerships - Scotia iTRADE (Ontario

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

This role contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals, plans, initiatives are delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The National Consultant’s mandate is to support and enable two-way referrals between Scotia iTRADE and Scotia Wealth Management & key partner channels. This is expected through the execution and triaging of targeted client offers with partners and participation in special projects. The consultant is also expected to expand Scotia iTRADE’s sales reach through various distribution channels while being assigned to support various business line partners and geographic regions across Canada.

The consultant will proactively build brand awareness and provide exceptional sales and service support to partners and clients directly.

• Champions 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.
• Pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, Guidelines for Business Conduct and Global Sales Principles.
• Champion and contribute to a high performance and inclusive environment

• Support the sales process by cultivating and building relationships with front line sales representatives and leaders from Scotiabank and Wealth Management business lines as well as direct client contact.
• Customer Focus / Results Focus (Scotia iTRADE client acquisition):
• Responsible for contacting targeted Scotia iTRADE clients or prospects to introduce banking or investment solutions and deepen client relationships across the Bank
• Manages two-way referral opportunities and triages clients, working closely with the iTRADE Product Strategy, Wealth Analytics and Wealth Marketing teams; leveraging Wealth Complexity model data and insights.
• Manage and support partnerships initiatives to develop new business opportunities on growth client segments and accelerate Total Wealth delivery while driving higher NPS (Net promoter score)
• Undertake, support and deliver direct sales initiatives targeting internal and / or external channels to create broader awareness of Scotia iTRADE and drive profitable relationships.

• Drive brand awareness through client education and support initiatives both in-person and virtually.
• Develop and maintain an awareness of competitors’ products, services, and marketing initiatives; and be able to articulate how Scotia iTRADE products/services provide superior value.
• Create and deliver tailored training resources and guides as required to support evolving partner and client inquiries
• Srategic Influencing (Promote Brand Awareness through an Omni-Channel Approach):
• Leverage technology to interact with internal partners and clients to promote and advocate for Scotia iTRADE
• Sup…