Is this role right for you?
In this role, you will:Develop and nurture relationships with Scotiabank, P&A partners, physician recruiters, centers of influence (COI’s), medical clinics and key stakeholders to expand market reach and generate new client opportunities
Manage and grow a robust pipeline of physician prospects through targeted outreach, educational initiatives and personalized engagement strategies
Proactive opportunity management (analysis, prioritization and follow up)
Represent the organization at conferences, sponsorships, seminars and networking events to promote the value proposition and foster brand awareness
Sales Practices standards (lead qualification, lead follow up and conversion)
Identify and develop new opportunities to promote MD and Scotia products and services
Proactively engage physician prospects through discussions to understand their financial needs and align them with tailored solutions
Deliver high-impact presentations to physician groups, business partners and internal stakeholders showcasing specialized offerings
Utilize data insights to assess prospect engagement levels and optimize outreach efforts
Strengthen collaboration with financial consultants and regional managers to convert physician prospects into long-term clients
Proactively manage and expand a defined territory identifying key opportunities for business development
Foster and coordinate connections between prospects and advisors to ensure an exceptional client experience
Build a strong presence within the physician communities through regular engagement, social media activity and networking with advisors
Maintain a deep understanding of market conditions and competitive advantages to drive strategic initiative
Act as a key resource for internal teams providing coaching and insights on best practices for physician engagement
Educate and support partners and stakeholders through training sessions, presentations and strategic discussions
Champion innovation by continuously refining engagement strategies, leveraging technology, and identifying new business development opportunities
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues effective and efficient operations of his/her 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.
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
Post-secondary education and business marketing or related field
Minimum of 4 years of experience in business development sales or client engagement
Experience in the wealth management or financial services industry is an asset
Proven experience in marketing, negotiation, and public speaking
Working knowledge of RRSP’s, RRIF’s and RESP’s, mutual funds and other investment products is preferred
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