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investment consultant
Title posted on CareerBeacon - National Consultant, Partnerships, Scotia iTRADE - Edmonton, AB
Posted on December 04, 2024 by Employer details Scotiabank
Job details
Requisition ID: 209958Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. National Consultant, Partnerships, Scotia iTRADE (Online Brokerage), Canadian Wealth Management Purpose Contributing to the overall success of the Sales & Partnerships team at Scotia iTRADE, the National Consultant's mandate is to expand Scotia iTRADE's sales reach through various distribution channels while being assigned to support specific assigned business line partner and geographic regions. The National Consultant will lead business development activities to proactively build brand awareness and provide exceptional sales and service support to partners and their clients. Key Accountabilities Champions a partner and 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 environmentCustomer Focus / Results Focus (Scotia iTRADE client acquisition): Undertake, support and deliver direct sales initiatives targeting internal and/ or external channels to create broader awareness of Scotia iTRADE and drive profitable relationships. Ensure seamless onboarding is provided for all partner referrals by collaborating with internal partners (i.e. sales team, operation & regulatory, etc.)Communication (Self- Directed Investing Subject Matter Expert): Establish presence as key partner contact to triage any white glove onboarding need and to support any urgent partner and/or client escalations 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.Building Partner Relationships and Strategic Influencing: Support the sales process by cultivating and building relationships with front line sales advisors, managers and leaders within assigned partner business line and geographic regions Lead partner engagement initiatives to increase overall brand awareness of Scotia iTRADE in assigned partner channels Lead business development efforts on campaigns and special projects to accelerate business growth in assigned partner channel (i.e. targeted client campaigns on referrals to Bank partners) Create and deliver tailored training, presentations, resources and guides to provide partner education and support initiatives both in-person and virtually Leverage technology (i.e. SharePoint, Viva Engage, etc.) to interact with internal partners Delivering regular KPI reports to assigned partner leaders to recognize wins and opportunitiesPersonal Development and Team Mindset: Take ownership of Personal Development Plan and, work with manager to develop skills, behaviours and competencies required to 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 while learning and embracing new procedures, technologies and processes.DimensionsSales Goals (metrics will vary by geography): Partner Referrals New Funded Accounts Assets under Administration (AUA) Revenue Engagement Activities Client Acquisition Onboarding High Net Worth and Active Trading Relationships Success will be determined by the incumbent's a- LocationEdmonton, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2121897
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