National Consultant, Partnerships, Scotia iTRADE BC

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

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, internalpoliciesand procedures.

The National Consultant’s mandate is to support and enable two-way referrals between Scotiai

TRADEand 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 Scotiai

TRADE’ssales reach through various distribution channels while being assigned to support various business line partners and geographic regions across Canada. The National Consultant willprioritizein person meetings tofoster strong partnerships, proactively build brandawarenessand provide exceptional sales and service support to partners and clients.

Champions a customer focused culture to deepen client relationships andleveragebroader Bank relationships,system sand 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.

Responsible for contacting targeted Scotiai

TRADE 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 thei

TRADE 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 Scotiai

TRADEand drive profitable relationships.

Drive brand awareness through client education and support initiatives both in-person and virtually.

Develop andmaintainan awareness of competitors’ products, services, and marketing initiatives; and be able to articulate how Scotiai

TRADE products/services provide superior value.

Create and deliver tailored training resources and guides asrequiredto support evolving partner and client inquiries

Leverage technology to interact with internal partners and clients to promote and advocate for ScotiaiTRADE

Support the planning and execution on key partnership initiatives to strengthen partner engagement and increase business growth

Take ownership of Personal Development Plan and, work with manager to develop skills, behaviours and competenciesrequiredto achieve goals.

Contribute to effective team morale and employee relations through positive interaction with Sales & Partnerships team and management.

Participate and support change initiatives with the team…