Early Career Education Specialist – MD Wealth Management

Requisition ID: 224109

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Early Career Education Specialist to join our team.

As an Early Career Education Specialist you will contribute to the overall success of the Early Career Education Specialist 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.

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.
• Act as first face-to-face point of contact MD Financial Management (MDFM) and effectively promote and communicate the MD value proposition, through a solid understanding of the physician journey, MD’s core products and services
• Generate quality leads for MD Financial Management for new clients and directly link prospects with Early Career Advisors
• Develop a prominent, consistent, recognized and positive presence on campus and in teaching hospitals and in the New in Practice community.
• Foster strong relationships and alliances with key stakeholder groups (i.e., residency program directors, Provincial Territorial Medical Associations (PTMA), affiliates, Scotiabank,)
• Look for opportunities to wow prospects and clients; proactively recognize career and personal transition points and milestones
• Deliver financial literacy educational sessions
• Organize the facilitation of MDFM presence via resident orientations, academic half-days and special events
• Leverage new media and social networking tools to actively engage with prospects and clients and create stakeholder communities
• Collect feedback and insights from residents and new in practice physicians to inform future strategies and programs
• 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.

Education & Experience:

• University degree or equivalent experience (Commerce, Marketing, Communications)
• Solid partnership relationship management experience and negotiation
• 3-5 years experience in marketing / business development with experience in the financial services or healthcare industries
• Strong financial planning knowledge
• In-depth knowledge of the medical student and resident experience and ability to develop links in this regard

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

• Client Focus
• Dynamic presentationpublic speaking skills
• Ability to make decisions in ambiguous situations
• Excellent oral and written communication skills and superior interpersonal skills
• Excellent organizational, planning and project management skills
• Integrity and trust
• Successful relationship building ability
• Established networking, business development and sales skills
• Entrepreneurial skills

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.

Location(s): Canada : Quebec : Montreal Canada : Ontario : Ottawa Canada : Quebec : Quebec Canada : Quebec : Sherbrooke

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.

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