National Consultant, Partnerships, Scotia iTRADE

Responsibilities

• Support the Sales & Partnerships team by driving client acquisition and managing two-way referrals between Scotia iTRADE and Wealth Management channels.
• Cultivate and build relationships with front-line sales representatives and leaders across Scotiabank and Wealth Management business lines.
• Contact targeted Scotia iTRADE clients or prospects to introduce investment solutions and deepen banking relationships.
• Drive brand awareness through client education and support initiatives, both in-person and virtually.
• Develop and maintain tailored training resources and guides to support partner and client inquiries.
• Manage partnership initiatives to develop new business opportunities and accelerate Total Wealth delivery.
• Ensure all activities comply with governing regulations, internal policies, and operational risk frameworks.

Requirements

• University degree or work equivalency.
• Minimum of 5 years of industry experience in a sales, relationship, or account management role.
• Strong knowledge of Wealth Management and Banking products and competitor offerings.
• Excellent verbal communication, presentation, negotiation, and influencing skills.
• Proficiency in Microsoft Office (specifically Excel and PowerPoint) and Salesforce CRM.
• Ability to work proactively and independently within a team setting.

Preferred Qualifications

• Successful completion of the Canadian Securities Course (CSC).
• Bilingualism in English and French.

About the Company

Scotiabank is a leading bank in the Americas, dedicated to helping customers, families, and communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and capital markets.