City : Ottawa, ON, CA, K1G6R7

Category : Financial Specialists

Industry : Financial Services/Banking

Employer : Scotiabank

Requisition ID: 210357

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

As a Physician Engagement Associate , you will contribute to the overall success of the Business Development/ Early Career Education Specialist (ECES) team in Canada ensuring specific individual goals, plans, initiatives are executed / 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 Physician Engagement Associate generates and nurtures prospects opportunities and uses a structured follow-up process to convert opportunities into new MD clients supporting the ECES team. The incumbent is responsible for pursuing new client relationships by maximizing opportunities with existing and new clients. Their approach will be reactive to business needs and value-added in their client interactions.

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

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Focus on inbound lead triage, maintaining and exceeding current service level expectations.
• Focus on following-up and nurturing of prospective business opportunities primarily in the early career business line.
• Utilize data to obtain a better understanding of the prospect’s engagement level with MD.
• Work collaboratively with the early career education specialists to engage prospects in meeting with an early career advisor at MD.
• Partner with the ECES team to assist with executing on their business development strategies.
• Manage referrals and track pipeline reporting to ensure effective sales management.
• Maintain solid knowledge and understanding of market conditions and financial planning competitive advantage to maintain value-added relationship development.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
• Champion a high-performance environment and contributes to an inclusive work environment. 

The Must Haves:

• University degree, college diploma or equivalent educational and/or professional experience.
• Demonstrated experience with Microsoft Office Suite, including Outlook, Word, PowerPoint, and very proficient with Excel.
• 3+ years’ experience in a similar role, preferably within the financial services industry
• Experience in the financial services industry is highly desirable.
• Bilingual is preferred.

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

• Teamwork skills, but with ability to work independently and assume full responsibility for assigned tasks.
• A strong understanding of customer and market dynamics and ability to think strategically.
• Knowledge of customer relationship management (CRM) tools and practices a strong asset.
• Flexibility to work from an MD office as required.
• Knowledge or experience in the Wealth Management industry is an asset.
• Knowledge of the physician focused environment an advantage

Location(s):  Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : New Brunswick : Saint John || Canada : Nova Scotia : Halifax || Canada : Prince Edward Island : Charlottetown

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.