Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Title:  Partnership Associate, Scotia iTRADE - British Columbia

 

 

 

Requisition ID: 209723

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

 

Purpose
 

The Scotia iTRADE Partnership Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s business strategies and objectives. The associate ensures all conducted activities are in compliance with governing regulations, internal policies and procedures.

 

As a member of Scotia iTRADE’s Sales and Partnerships Team, you are responsible for providing a white glove onboarding an assigned list of high value client leads via telephone or email that contribute to overall business growth success. You are also required to support partnership initiatives that increase engagement and deepen relationships with our High Net Worth clients.

 

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.

 

Accountabilities

 

  • Champion 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 your 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

 

Building Strategic Relationships:

  • Work closely with the National Consultants 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
  • Initiate sales opportunities by supplementing business development sales activities during high demand periods and campaigns, act as a product line expert to clients and internal partners
  • Contribute to the implementation of Scotia iTRADE education and marketing strategies (under the direction of the Senior Manager, Sales, and Partnerships) to maximize opportunities for business growth.

 

Customer Focus / Results Focus:

  • Be an expert in onboarding iTRADE clients by adopting a consultative approach while having targeted conversations about the products, services and associated offers that are relevant to the client
  • Handle sales and service inquiries for High Value clients including complex accounts (e.g. Corporate and trust accounts) to deliver exceptional client experiences via telephone and email
  • Deliver education as needed through meeting, events, webinars, and presentations (clients and internal and external partners)
  • Take full responsibility for all client inquiries, concerns and complaints directed to them by resolving matters within their discretion to the client’s satisfaction as set out in the Bank’s Complaint Resolution Standards and Procedures
  •  Achieve sales targets, uncover client needs and provide solutions selected assigned clients. Implement the Customer Experience Model and adhere to Global Sales Principles during client interactions.

 

Communication:

  • Support driving brand awareness and prospecting through client education and training initiatives
  • 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
  • Process client requests (inquiries, transactions, onboarding) in a timely and efficient manner.
  • Maintain the confidentiality of the client information and ensure all transactions are compliant.
  • Provide timely updates and end to end support for all onboarding requirements to the client and partner

 

Personal Development and Team Mindset:

  • Take ownership of Personal Development Plan and, work with Senior 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.


 

Education/Experience

  • University degree or work equivalency
  • Familiar with Wealth Management and Banking industry competitor offerings and products
  • Minimum of 3-4 years industry experience in a sales, relationship or account management role
  • Expert verbal communication and presentation skills, and the ability to disseminate key ideas and information to clients and partners
  • Expert interpersonal and negotiation skills are essential
  • Extremely proactive, can work well independently or in a team setting and demonstrates a high degree of perseverance
  • Thorough understanding of the roles, responsibilities, resources and processes of branch and wealth management partners
  • Successful completion of Canadian Securities Course and progressing towards IIROC IR (Investment Representative) license is preferred
  • Thorough understanding of Scotia iTRADE products, process, policy and services to be able to provide a high level of service & support while displaying confidence & expertise
  • Experience working with Microsoft Office applications (i.e. Excel and PowerPoint), Salesforce and other related CRM platforms
  • Bilingualism is an asset (French and English)


 

Working Conditions

  • Work in a standard office-based environment; non-standard hours are a common occurrence.
  • All client interactions are via the phone and email. The incumbent will consistently interact with clients, which results in high sensory attention for extended periods of time.
  • This position is subject to unpredictable call and correspondence volumes due to market volatility.
  • Location: We are open to candidates who are based anywhere in British Columbia.

 

Location(s):  Canada : British Columbia : North Vancouver || Canada : British Columbia : 100 Mile House || Canada : British Columbia : 108 Mile Ranch || Canada : British Columbia : 108 Mile Ranch || Canada : British Columbia : 150 Mile House || Canada : British Columbia : 70 Mile House || Canada : British Columbia : Abbotsford || Canada : British Columbia : Agassiz || Canada : British Columbia : Ahousat || Canada : British Columbia : Ainsworth Hot Springs || Canada : British Columbia : Aiyansh || Canada : British Columbia : Albion || Canada : British Columbia : Aldergrove || Canada : British Columbia : Alert Bay || Canada : British Columbia : Alexis Creek || Canada : British Columbia : Alkali Lake || Canada : British Columbia : Altona || Canada : British Columbia : Altona || Canada : British Columbia : Anahim Lake || Canada : British Columbia : Anglemont || Canada : British Columbia : Anmore || Canada : British Columbia : Argenta || Canada : British Columbia : Armstrong || Canada : British Columbia : Arras || Canada : British Columbia : Ashcroft || Canada : British Columbia : Athalmer || Canada : British Columbia : Atlin || Canada : British Columbia : Avola || Canada : British Columbia : Baldonnel || Canada : British Columbia : Balfour || Canada : British Columbia : Bamfield || Canada : British Columbia : Barkerville || Canada : British Columbia : Barriere || Canada : British Columbia : Bear Lake || Canada : British Columbia : Beaverdell || Canada : British Columbia : Belcarra || Canada : British Columbia : Bella Bella || Canada : British Columbia : Bella Coola || Canada : British Columbia : Big Lake Ranch || Canada : British Columbia : Black Creek || Canada : British Columbia : Blind Bay || Canada : British Columbia : Blind Channel || Canada : British Columbia : Blubber Bay || Canada : British Columbia : Blue River || Canada : British Columbia : Boston Bar || Canada : British Columbia : Boswell || Canada : British Columbia : Bowen Island || Canada : British Columbia : Bowser || Canada : British Columbia : Brackendale || Canada : British Columbia : Brentwood Bay || Canada : British Columbia : Bridesville || Canada : British Columbia : Bridge Lake || Canada : British Columbia : Brisco || Canada : British Columbia : Britannia Beach || Canada : British Columbia : Buffalo Creek || Canada : British Columbia : Buick || Canada : British Columbia : Burnaby || Canada : British Columbia : Burns Lake || Canada : British Columbia : Burton || Canada : British Columbia : Cache Creek || Canada : British Columbia : Campbell River || Canada : British Columbia : Canal Flats || Canada : British Columbia : Canim Lake || Canada : British Columbia : Canoe || Canada : British Columbia : Canyon || Canada : British Columbia : Cassiar || Canada : British Columbia : Cassidy || Canada : British Columbia : Castlegar || Canada : British Columbia : Cawston || Canada : British Columbia : Cecil Lake || Canada : British Columbia : Cedar || Canada : British Columbia : Cedarvale || Canada : British Columbia : Celista || Canada : British Columbia : Charlie Lake || Canada : British Columbia : Chase || Canada : British Columbia : Chemainus || Canada : British Columbia : Cherryville || Canada : British Columbia : Chetwynd || Canada : British Columbia : Chilanko Forks || Canada : British Columbia : Chilliwack || Canada : British Columbia : Christina Lake || Canada : British Columbia : Clayhurst || Canada : British Columbia : Clearwater || Canada : British Columbia : Clinton || Canada : British Columbia : Coal Harbour || Canada : British Columbia : Coalmont || Canada : British Columbia : Cobble Hill || Canada : British Columbia : Coldstream || Canada : British Columbia : Comox || Canada : British Columbia : Coombs || Canada : British Columbia : Coquitlam || Canada : British Columbia : Courtenay || Canada : British Columbia : Cowichan Bay || Canada : British Columbia : Cranbrook || Canada : British Columbia : Crawford Bay || Canada : British Columbia : Crescent Spur || Canada : British Columbia : Crescent Valley || Canada : British Columbia : Creston || Canada : British Columbia : Crofton || Canada : British Columbia : Cultus Lake || Canada : British Columbia : Cumberland || Canada : British Columbia : D'arcy || Canada : British Columbia : Darfield || Canada : British Columbia : Dawson Creek || Canada : British Columbia : Dawsons Landing || Canada : British Columbia : Dease Lake || Canada : British Columbia : Delta || Canada : British Columbia : Denman Island || Canada : British Columbia : Denny Island || Canada : British Columbia : Deroche || Canada : British Columbia : Dewdney || Canada : British Columbia : Dog Creek || Canada : British Columbia : Dome Creek || Canada : British Columbia : Douglas Lake || Canada : British Columbia : Duncan || Canada : British Columbia : Dunster || Canada : British Columbia : Eagle Bay || Canada : British Columbia : Eagle Creek || Canada : British Columbia : Edgewater || Canada : British Columbia : Edgewood || Canada : British Columbia : Egmont || Canada : British Columbia : Elkford || Canada : British Columbia : Elko || Canada : British Columbia : Endako || Canada : British Columbia : Enderby || Canada : British Columbia : Erickson || Canada : British Columbia : Errington || Canada : British Columbia : Fairmont Hot Springs || Canada : British Columbia : Falkland || Canada : British Columbia : Fanny Bay || Canada : British Columbia : Farmington || Canada : British Columbia : Fauquier || Canada : British Columbia : Fernie || Canada : British Columbia : Field || Canada : British Columbia : Forest Grove || Canada : British Columbia : Fort Fraser || Canada : British Columbia : Fort Nelson || Canada : British Columbia : Fort St James || Canada : British Columbia : Fort St. John || Canada : British Columbia : Fort Steele || Canada : British Columbia : Francois Lake || Canada : British Columbia : Fraser Lake || Canada : British Columbia : Fruitvale || Canada : British Columbia : Furry Creek || Canada : British Columbia : Gabriola || Canada : British Columbia : Galiano || Canada : British Columbia : Galloway || Canada : British Columbia : Gang Ranch || Canada : British Columbia : Garden Bay || Canada : British Columbia : Garibaldi Highlands || Canada : British Columbia : Genelle || Canada : British Columbia : Germansen Landing || Canada : British Columbia : Gibsons || Canada : British Columbia : Gillies Bay || Canada : British Columbia : Gitwinksihlkw || Canada : British Columbia : Gold Bridge || Canada : British Columbia : Gold River || Canada : British Columbia : Golden || Canada : British Columbia : Good Hope Lake || Canada : British Columbia : Goodlow || Canada : British Columbia : Grand Forks || Canada : British Columbia : Granisle || Canada : British Columbia : Granthams Landing || Canada : British Columbia : Grasmere || Canada : British Columbia : Gray Creek || Canada : British Columbia : Greenville || Canada : British Columbia : Greenwood || Canada : British Columbia : Grindrod || Canada : British Columbia : Groundbirch || Canada : British Columbia : Hagensborg || Canada : British Columbia : Haisla || Canada : British Columbia : Halfmoon Bay || Canada : British Columbia : Hanceville || Canada : British Columbia : Harrison Hot Springs || Canada : British Columbia : Harrison Mills || Canada : British Columbia : Harrogate || Canada : British Columbia : Hartley Bay || Canada : British Columbia : Hazelton || Canada : British Columbia : Hedley || Canada : British Columbia : Heffley Creek || Canada : British Columbia : Heriot Bay || Canada : British Columbia : Hixon || Canada : British Columbia : Holberg || Canada : British Columbia : Honeymoon Bay || Canada : British Columbia : Hope || Canada : British Columbia : Hornby Island || Canada : British Columbia : Horsefly || Canada : British Columbia : Houston || Canada : British Columbia : Hudson's Hope || Canada : British Columbia : Invermere || Canada : British Columbia : Iskut || Canada : British Columbia : Jade City || Canada : British Columbia : Jaffray || Canada : British Columbia : Jordan River || Canada : British Columbia : Juskatla || Canada : British Columbia : Kaleden || Canada : British Columbia : Kamloops || Canada : British Columbia : Kaslo || Canada : British Columbia : Kelowna || Canada : British Columbia : Kemano || Canada : British Columbia : Keremeos || Canada : British Columbia : Kildonan || Canada : British Columbia : Kimberley || Canada : British Columbia : Kincolith || Canada : British Columbia : Kingcome Inlet || Canada : British Columbia : Kingsgate || Canada : British Columbia : Kitchener || Canada : British Columbia : Kitimat || Canada : British Columbia : Kitkatla || Canada : British Columbia : Kiwanga || Canada : British Columbia : Kleena Kleene || Canada : British Columbia : Klemtu || Canada : British Columbia : Knutsford || Canada : British Columbia : Koksilah || Canada : British Columbia : Kootenay Bay || Canada : British Columbia : Kyuquot || Canada : British Columbia : Lac La Hache || Canada : British Columbia : Ladner || Canada : British Columbia : Ladysmith || Canada : British Columbia : Lake Cowichan || Canada : British Columbia : Lake Errock || Canada : British Columbia : Langley || Canada : British Columbia : Lantzville || Canada : British Columbia : Lasqueti || Canada : British Columbia : Lavington || Canada : British Columbia : Lax Kw'alaams || Canada : British Columbia : Lazo || Canada : British Columbia : Likely || Canada : British Columbia : Lilloet || Canada : British Columbia : Lindell Beach || Canada : British Columbia : Lions Bay || Canada : British Columbia : Lister || Canada : British Columbia : Little Fort || Canada : British Columbia : Logan Lake || Canada : British Columbia : Lone Butte || Canada : British Columbia : Longworth || Canada : British Columbia : Louis Creek || Canada : British Columbia : Lower Nicola || Canada : British Columbia : Lower Post || Canada : British Columbia : Lumby || Canada : British Columbia : Lund || Canada : British Columbia : Lytton || Canada : British Columbia : Mackenzie || Canada : British Columbia : Madeira Park || Canada : British Columbia : Mahood Falls || Canada : British Columbia : Malahat || Canada : British Columbia : Malakwa || Canada : British Columbia : Manning Park || Canada : British Columbia : Manson Creek || Canada : British Columbia : Mansons Landing || Canada : British Columbia : Maple Ridge || Canada : British Columbia : Mara || Canada : British Columbia : Marysville || Canada : British Columbia : Masset || Canada : British Columbia : Mayne || Canada : British Columbia : Mcbride || Canada : British Columbia : Mcleese Lake || Canada : British Columbia : Mcleod Lake || Canada : British Columbia : Mclure || Canada : British Columbia : Meadow Creek || Canada : British Columbia : Merritt || Canada : British Columbia : Merville || Canada : British Columbia : Mesachie Lake || Canada : British Columbia : Meziadin Lake || Canada : British Columbia : Mica Creek || Canada : British Columbia : Midway || Canada : British Columbia : Mill Bay || Canada : British Columbia : Milner || Canada : British Columbia : Minstrel Island || Canada : British Columbia : Mission || Canada : British Columbia : Moberly Lake || Canada : British Columbia : Monte Creek || Canada : British Columbia : Monte Lake || Canada : British Columbia : Montney || Canada : British Columbia : Montrose || Canada : British Columbia : Mount Currie || Canada : British Columbia : Moyie || Canada : British Columbia : Muncho Lake || Canada : British Columbia : Nakusp || Canada : British Columbia : Nanaimo || Canada : British Columbia : Nanoose Bay || Canada : British Columbia : Naramata || Canada : British Columbia : Nass Camp || Canada : British Columbia : Nelson || Canada : British Columbia : Nemaiah Valley || Canada : British Columbia : New Denver || Canada : British Columbia : New Hazelton || Canada : British Columbia : New Westminster || Canada : British Columbia : Nimpo Lake || Canada : British Columbia : North Pine || Canada : British Columbia : North Saanich || Canada : British Columbia : Ocean Falls || Canada : British Columbia : Okanagan Centre || Canada : British Columbia : Okanagan Falls || Canada : British Columbia : Oliver || Canada : British Columbia : Oona River || Canada : British Columbia : Osoyoos || Canada : British Columbia : Oyama || Canada : British Columbia : Panorama || Canada : British Columbia : Parksville || Canada : British Columbia : Parson || Canada : British Columbia : Pavilion || Canada : British Columbia : Peachland || Canada : British Columbia : Pemberton || Canada : British Columbia : Pender Island || Canada : British Columbia : Penny || Canada : British Columbia : Penticton || Canada : British Columbia : Pinantan Lake || Canada : British Columbia : Pink Mountain || Canada : British Columbia : Pitt Meadows || Canada : British Columbia : Port Alberni || Canada : British Columbia : Port Alice || Canada : British Columbia : Port Clements || Canada : British Columbia : Port Coquitlam || Canada : British Columbia : Port Edward || Canada : British Columbia : Port Hardy || Canada : British Columbia : Port Mcneill || Canada : British Columbia : Port Mellon || Canada : British Columbia : Port Moody || Canada : British Columbia : Port Neville || Canada : British Columbia : Port Renfrew || Canada : British Columbia : Pouce Coupe || Canada : British Columbia : Powell River || Canada : British Columbia : Prespatou || Canada : British Columbia : Prince George || Canada : British Columbia : Prince Rupert || Canada : British Columbia : Princeton || Canada : British Columbia : Pritchard || Canada : British Columbia : Procter || Canada : British Columbia : Progress || Canada : British Columbia : Prophet River || Canada : British Columbia : Qualicum Beach || Canada : British Columbia : Quathiaski Cove || Canada : British Columbia : Quatsino || Canada : British Columbia : Queen Charlotte || Canada : British Columbia : Quesnel || Canada : British Columbia : Quilchena || Canada : British Columbia : Radium Hot Springs || Canada : British Columbia : Redstone || Canada : British Columbia : Refuge Cove || Canada : British Columbia : Revelstoke || Canada : British Columbia : Richmond || Canada : British Columbia : Riondel || Canada : British Columbia : Riske Creek || Canada : British Columbia : Roberts Creek || Canada : British Columbia : Robson || Canada : British Columbia : Rock Creek || Canada : British Columbia : Rolla || Canada : British Columbia : Rose Prairie || Canada : British Columbia : Rosedale || Canada : British Columbia : Rossland || Canada : British Columbia : Royston || Canada : British Columbia : Saanichton || Canada : British Columbia : Salmo || Canada : British Columbia : Salmon Arm || Canada : British Columbia : Salt Spring Island || Canada : British Columbia : Sandspit || Canada : British Columbia : Saturna || Canada : British Columbia : Savona || Canada : British Columbia : Sayward || Canada : British Columbia : Scotch Creek || Canada : British Columbia : Sechelt || Canada : British Columbia : Seton Portage || Canada : British Columbia : Sewell Inlet || Canada : British Columbia : Shalalth || Canada : British Columbia : Shawnigan Lake || Canada : British Columbia : Shirley || Canada : British Columbia : Sicamous || Canada : British Columbia : Sidney || Canada : British Columbia : Silverton || Canada : British Columbia : Simoom Sound || Canada : British Columbia : Sinclair Mills || Canada : British Columbia : Sirdar || Canada : British Columbia : Skookumchuck || Canada : British Columbia : Slocan || Canada : British Columbia : Slocan Park || Canada : British Columbia : Smithers || Canada : British Columbia : Sointula || Canada : British Columbia : Sooke || Canada : British Columbia : Sorrento || Canada : British Columbia : South Hazelton || Canada : British Columbia : South Slocan || Canada : British Columbia : Southbank || Canada : British Columbia : Sparwood || Canada : British Columbia : Spences Bridge || Canada : British Columbia : Spillimacheen || Canada : British Columbia : Squamish || Canada : British Columbia : Squirrel Cove || Canada : British Columbia : Stewart || Canada : British Columbia : Stuart Island || Canada : British Columbia : Sullivan Bay || Canada : British Columbia : Summerland || Canada : British Columbia : Summit Lake || Canada : British Columbia : Sun Peaks || Canada : British Columbia : Sunset Prairie || Canada : British Columbia : Surge Narrows || Canada : British Columbia : Surrey || Canada : British Columbia : Swansea Point || Canada : British Columbia : Ta Ta Creek || Canada : British Columbia : Tahsis || Canada : British Columbia : Takla Landing || Canada : British Columbia : Takysie Lake || Canada : British Columbia : Tappen || Canada : British Columbia : Tatla Lake || Canada : British Columbia : Tatlayoko Lake || Canada : British Columbia : Taylor || Canada : British Columbia : Telegraph Cove || Canada : British Columbia : Telegraph Creek || Canada : British Columbia : Telkwa || Canada : British Columbia : Terrace || Canada : British Columbia : Thetis Island || Canada : British Columbia : Thornhill || Canada : British Columbia : Tlell || Canada : British Columbia : Toad River || Canada : British Columbia : Tofino || Canada : British Columbia : Tomslake || Canada : British Columbia : Topley || Canada : British Columbia : Trail || Canada : British Columbia : Tsawwassen || Canada : British Columbia : Tulameen || Canada : British Columbia : Tumbler Ridge || Canada : British Columbia : Ucluelet || Canada : British Columbia : Union Bay || Canada : British Columbia : Upper Fraser || Canada : British Columbia : Valemount || Canada : British Columbia : Van Anda || Canada : British Columbia : Vancouver || Canada : British Columbia : Vanderhoof || Canada : British Columbia : Vavenby || Canada : British Columbia : Vernon || Canada : British Columbia : Victoria || Canada : British Columbia : Waglisla || Canada : British Columbia : Walhachin || Canada : British Columbia : Wardner || Canada : British Columbia : Ware || Canada : British Columbia : Wasa || Canada : British Columbia : Wells || Canada : British Columbia : West Vancouver || Canada : British Columbia : Westbank || Canada : British Columbia : Westbridge || Canada : British Columbia : Westholme || Canada : British Columbia : Westwold || Canada : British Columbia : Whaletown || Canada : British Columbia : Whistler || Canada : British Columbia : White Rock || Canada : British Columbia : Whonnock || Canada : British Columbia : Williams Lake || Canada : British Columbia : Willow River || Canada : British Columbia : Windermere || Canada : British Columbia : Winfield || Canada : British Columbia : Winlaw || Canada : British Columbia : Winter Harbour || Canada : British Columbia : Wonowon || Canada : British Columbia : Woss || Canada : British Columbia : Wynndel || Canada : British Columbia : Yahk || Canada : British Columbia : Yale || Canada : British Columbia : Ymir || Canada : British Columbia : Youbou || Canada : British Columbia : Zeballos 

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.


Job Segment: Compliance, Risk Management, Investment Banking, Employee Relations, Business Development, Legal, Finance, Human Resources, Sales