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Title:  Senior Sales Associate, Scotia iTrade


Requisition ID: 134790

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.




As the Scotia iTRADE Senior Sales Associate you will be responsible for onboarding an assigned list of client leads and contributing to driving business growth.  Your primary accountabilities include: acquisition of new online brokerage accounts, delivering exceptional client onboarding for high value clients for partner referrals and supporting all targeted campaign sales efforts to increase business growth.



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


  • Collaborate with key Bank partners to execute client acquisition and engagement strategies that will deepen client relationships across the bank.
  • Develop and implement structured outbound calling strategies according to agreed upon growth objectives - completing an average of 40-50 dials per day.
  • Initiate sales opportunities by supplementing Partnership sales activities during high demand periods and campaigns; acting as a product line expert to clients and internal partners.
  • Contribute to the implementation of Scotia iTRADE marketing strategies (under the direction of the Manager) to maximize opportunities for business growth.
  • Onboard iTRADE clients with a consultative approach having targeted conversations about the products, services and associated offers that are relevant to the client.
  • Be accountable for transitioning new and existing clients to an appropriate service channel for ongoing relationship management upon completion of initial onboarding activities.
  • Take responsibility for all client inquiries, concerns and complaints directed to them by resolving those matters within their discretion to the client’s satisfaction as set out in the Bank’s Complaint Resolution Standards and Procedures.
  • Handle high net worth clients, complex accounts including corporate and trust accounts in a timely manner.
  • Achieve sales targets, uncover client needs and provide solutions via telephone or email to selected assigned clients. Implementing the Customer Experience Model and adhering to the Global Sales Principles during client interactions.
  • Demonstrate active listening to enable accurate capture of client information while comprehensively recognizing and resolving client needs to their satisfaction.
  • Develop and maintaining an awareness of competitors’ products, services, and marketing initiatives; and being able to articulate how Scotia iTRADE products/services provide superior value.
  • Process client requests (inquiries, transactions, onboarding) in a timely and efficient manner.
  • Maintain the confidentiality of the client information and ensuring all transactions are compliant.
  • Actively assist with inbound client activities as required by business priorities.



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

  • Minimum of 5 years industry experience in a sales, relationship or account management role
  • Outbound Sales Contact Centre experience is an asset
  • Familiar with Wealth Management and Banking industry competitor offerings and products
  • Understanding of the roles, responsibilities, resources and processes of branch and wealth management partners
  • Expert verbal communication and presentation skills and the ability to disseminate key ideas and information to clients and partners
  • Extremely proactive working well well independently or in a team setting and demonstrating a high degree of perseverance
  • Experience working with standard Microsoft Office applications (i.e. Excel and PowerPoint)
  • Familiarity with Salesforce and other related CRM platforms
  • Bilingualism English/French is an asset



  • Successful completion of Canadian Securities Course (CSC) is preferred.
  • University degree preferred


Location(s):  Canada : Ontario : Toronto 

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 click here. 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.

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