Sales Associate, Sales & Partnerships - Scotia iTRADE

The Sales 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 & Partnerships team, you are responsible for managing all inbound telephone calls or emails from existing and new clients for account openings and brokerage transfers. You are an expert in onboarding clients and in providing a high standard of professional and personalized client experience consistent with our Scotia iTRADE business priorities.

 

Your primary accountabilities include acquisition of new online brokerage accounts, building strong client relationships and managing seamless end-to-end client onboarding experiences, 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.
• Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and 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.

 

Building Strategic Relationships:

• Collaborate with key Bank partners 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 Partnership sales activities during high demand periods and campaigns; acting as a product line expert to clients and internal partners.
• Contribute to the implementation of Scotia iTRADE marketing strategies (under the direction of the Manager) to maximize opportunities for business growth.

 

Customer Focus / Results Focus (Scotia iTRADE client acquisition):

• Expert in onboarding iTRADE clients by adopting a consultative approach and having a targeted conversation about the products, services and associated offers that are relevant to the client.
• Accountable for transitioning new and existing clients to an appropriate service channel for ongoing relationship management upon completion of initial onboarding activities.
• Take full responsibility for all client inquiries, concerns and complaints directed to them by resolving those matters within their discretion to the client’s satisfaction as set out in the Bank’s Complaint Resolution Standards and Procedures.
• Responsible for handling high net worth clients, complex accounts including corporate and trust accounts in a timely manner.
• Achieve sales targets, uncover client needs and provide solutions via telephone or email to selected assigned clients. Implementing the Customer Experience Model and adhering to the Global Sales Principles during client interactions.