Description

 

 

 

Requisition ID: 214728

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

 

Contributes to the overall success of the CMCC / Health Care Professionals (HCP) / Private Banking groups (PB) in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the business line strategies and objectives. Ensures all activities conducted follow governing regulations, internal policies, and procedures.

 

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

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, specifically with high value Bank clientele.
  • Advising customers on complex financial solutions, through analysis and discovery discussion with the customer, for the full suite of GBP cash management services.
  • Manage HCP/PB partner referrals, that have high complexity and consist of higher value relationships, through a disciplined sales process. A full analysis/treasury review is completed prior to every customer interaction. These clients can have complex business structures that can be extremely detailed as it relates to ownership. Accuracy and judgement are required to ensure that only approved users can access specific information. There is sales practice and PII risk by providing access to sensitive information to the wrong individual user.   
  • Proactively work with Private Banking, Health Care Providers, and Lawyers, up to and including Health Care Provider Directors, Private Banking Directors, and Group Leads, to strategize on identifying opportunities in their portfolios. Once the specific strategy has been developed executing on the plan with a goal of increased revenue/deposit balances along with a world class client experience.
  • Due to the complexity of these clients a detailed analytical approach is required. Accuracy on complicated client benefitting solutions is crucial to maintain trust and good standing with these significant relationships. There is an ongoing need for accuracy when delivering complicated, detailed instructions to the support team. This is especially true for the PB family relationships, which in many cases represent owners/principals of large corporate connections.
  • High level of conceptual and practical knowledge of GBP products and services, business structures and relationship management techniques are required. The Specialist plays a key role in explaining detailed concepts on how to improve cash flow etc. to clients. Often this advice will result in significant changes in how the business operates. Sometimes customers resist these types of changes so being able to properly communicate the compelling reasons is crucial. 
  • Fast paced environment requiring quick turnaround times and the ability to manage and deliver results in business environment with frequently changing priorities.
  • The incumbent is required to own their own agenda and consistently prioritize deals based on a variety of factors. Good judgement is required to ensure the most important work is prioritized. These day-today decisions allow the specialist to enhance both partner and client relationships.
  • 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. 
  • Champions a high-performance environment and contributes to an inclusive work environment. 

  

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

  • University degree in business, finance or economics, or equivalent work experience.
  • Strong interpersonal skills, communications, judgement, negotiation, coordination, and analytical skills.

 

 Some more information you might want to know:

  • ~ 400 inbound referrals per year
  • ~ 600 pro-active calls per year
  • Post-sale follow-up calls on every successful deal to ensure customer satisfaction ~ 500 maintenance requests/customer inquiries per year
  • Work in a standard office-based environment; non-standard hours are a common occurrence. 
  • Must be available to work full-time from Monday to Friday, between 10am – 6pm  AST

What’s in it for you? 

  •  Diversity, Equity, Inclusion & Allyship – We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans. 
  • Accessibility and Workplace Accommodations – 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. Scotiabank continues to locate, remove, and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.   
  • Upskilling through online courses, cross-functional development opportunities, and tuition assistance.   
  • Competitive Rewards program including bonus, flexible vacation, personal, sick days, and benefits will start on day one. 
  • Community Engagement – no matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons, contests, cooking with friends, Humans of Digital and much more! 

 

Location(s):  Canada : Nova Scotia : Halifax 

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.