Job Overview:

As a Client Solutions Advisor you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen customer relationships through the sale of banking solutions.

Is this role right for you?

• As a Client Solutions Advisor you’re results focused, driven, have strong sales acumen, and love meeting new people.

• You will be responsible for developing and maintaining a relationship of mutual trust and confidence with customers, Mortgage Brokers, and key Scotiabank partners including Home Financing Advisors (HFAs), Broker Relationship Managers (BRMs), Home Financing Lending Managers (HFLMs), Underwriters and other branch employees to ensure successful transition of the customer.

• You’re willing to work variable hours including weekends and evenings and you’re available to meet customers at times that are convenient for them both in person and virtually.

• You possess and maintain a valid driver’s license and have access to a vehicle during working hours.

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

• You have proven experience excelling in a sales environment (across any industry), 2+ years of sales experience is preferred.

• You enjoy the challenge of exceeding targets, and you can effectively manage  changing priorities .

•  You have previous experience of achieving objectives relating to sales results, effective customer hand-off, and adherence to compliance for products delivered and services offered.

• You’re a relationship builder who is focused on providing a great customer experience and deepening relationships with both new and existing customers.

What's in it for you?

• Supportive environment with coaches that are inspired to help you exceed your goals.

• The tools you need to be successful providing customers with advice and product solutions.

• Lucrative compensation package that includes base salary and quarterly compensation, putting you in control of how much you can earn.

• Unique lead generation program, where we provide you, pre-approved customer leads to generate your sales from.

The Team

The Payroll Technology team plays a critical role in enabling Global HR Technology to deliver against its mission to meet all operational commitments to IT and HR and driving strategic priorities forward.  

The Role

As a Director of Payroll Technology Projects, your role is to lead and provide oversight to critical payroll projects.  You will ensure technology is designed, tested, and delivered timely and accurately while ensuring compliance.  This is an exciting opportunity to innovate and deliver on critical projects.  This role requires a blench of technical proficiency, project management skills and a deep understanding of payroll to drive a successful project.  

Some of the Key Accountabilities include:

• Provides strategic direction and leadership for the implementation of Canadian payroll technology projects and initiatives.
• Provides leadership and support to a team of payroll technologist in the design and build of new payroll solutions.
• Ensure the quality and accuracy of payroll technology solutions through establishing quality standards and rigorous testing by Scotiabank’s Quality Assurance team. 
• Leads a team of IT professionals located in Toronto, Stratford, and Bogotá to deliver the above initiatives.
• Works with third party vendors to develop technical solutions and ensures vendors meet project expectations and contractual agreements. 
• Ensure thorough documentation of project processes, decisions, and outcomes.
• Ensure compliance with relevant laws, regulations, and industry standards as it relates to payroll and technology.
• Identify potential project and operational risks and develops strategies to mitigate them. 

What You Will Bring to Succeed

• Bachelor’s degree in computer science, Information Technology, or related field.
• Minimum of 10+ years’ work experience in a leadership role in payroll technology or operations. 
• Deep understanding of payroll systems and technology
• Minimum of 7+ years experience working with SAP ECC or SuccessFactors Employee Central Payroll through leading technology projects or payroll operations
• Project management experience with agile, waterfall or hybrid project methodologies
• Expert compliance and regulatory knowledge for Canadian payroll.  Preference will be given to candidates with NPI certification. 
• Understanding of integrating payroll systems with other ERP for seamless data flow and process integration
• Understanding of IT governance frameworks and cybersecurity best practices to ensure security of payroll systems and data.

The Workplace

• We are technology partners who help the business transform how our employees around the world work.
• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• You'll get to work with and learn from diverse industry leaders, who have hailed from top technology companies around the world.
• We foster an environment of innovation and continuous learning.
• We care about our people, allowing them to design how they work to deliver amazing results.
  
• We offer a competitive total rewards package, including a performance bonus, company matching programs (on pension & profit sharing), and generous vacation.

What your role will be…

At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

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

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

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

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers
   

What we're offering...

• The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Metis Scotiabankers and their allies when joining our Indigenous Employee Resource Group.
• A competitive compensation and benefits package which include:
  • $10,000 annually dedicated to your well being
  • Traditional Indigenous Practices Leave
  • Indigenous Employee Mentoring Program
• An organization committed to making a difference in our communities
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development
• You'll receive clear, transparent criteria to progress in your career

Purpose
Creates a product roadmap and defines the strategic vision for the team driven by the overall vision. Deep understanding of the target market/industry and builds close relationships with key stakeholders to ensure the team effort is aligned with the overall journey. Manages dependencies with the functions of other teams while identifying, building and managing strategic alliances across the different teams. Works closely within their team to ensure that business value and user feedback translates into new developments when needed. 

What You’ll Do:

• End-to-end team responsibility for product, from creation to production

• Proven knowledge and understanding of transaction banking, concepts, practices and procedures, as well as standard precision practices, technology and supporting principles, specifically in channel management:
• WireOnline banking portal including global user entitlements, intra-day account balance reporting, SSO, clear self serviceable
• account / statement analysis and view of consolidated multi-currency balances
• Mobile banking including real-time notifications, chat support and Touch ID / Face ID authentication
• Host-to-host including basic SFTP upload / download capabilities, basic file management capabilities, hybrid integration and flexible reporting formats
• API integration including real-time reporting, faster payments processing and real-time fraud notification

• Sets a clear and ambitious product vision and communicate it effectively to stakeholders, the team and the rest of the journey
• Collaboration with stakeholders to ensure that the digital vision and products are aligned with the strategy and requirements of the team
• Responsible for product-specific OKRs once the solution enters production, including regular communication and tracking of OKRs to stakeholders
• Use market and industry knowledge to translate user needs into user stories and acceptance criteria for your team, maintaining a backlog of 3 to 4 sprints ahead of the team
• Work closely with the digital leader to establish the business value of each product
• Facilitate release planning with stakeholders as well as demonstrations every Sprint
• Is a key role in Agile teams and works with the team on a daily basis
• Integrate usability studies and research into product requirements to improve user satisfaction and ensure customer-oriented design
• Align requirements and product stakeholders facing the outside organization
• Leads and drives a customer focused culture throughout their team 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.
• Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. 
• Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

What You’ll Bring:

• Strong collaborator with cross-functional teams of technology, design and business
• Experience with digital products
• Understanding and knowledge of various roles of the organization and how they interact with the product offering
• Experience facilitating Agile ceremonies, managing a backlog/release plan, tracking team-level metrics, removing blockers (burndown diagram, burn-up release, etc.)
• Deep experience leading with teams in an agile environment
• Strong leader, collaborator, team player and individual contributor
• Strong communication skills with comfort to talk to business stakeholders
• Problem solving capability with ability to manage and lead the team to drive solution and progress

Work Arrangement: 

• Work in a standard office-based environment; non-standard hours are a common occurrence.  Limited travel domestically and to Canada

#LI-Hybrid

Interested? 
If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! 
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you? 
Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Purpose

Contributes to the overall success of the Organizational Effectiveness COE within Global Human Resources (GHR) by building and enabling Organizational Effectiveness, Organization Design and Strategic Workforce Planning capabilities across the organization. 
The Senior Manager, Organizational Effectiveness reports to the Director, Organizational Effectiveness and works closely with key partners across GHR and business lines to advise, enable and partner on organization design and strategic workforce planning initiatives to help drive organizational effectiveness and business strategy. 
 

Key Accountabilities 

• Provide advisory and/or support on organizational design and/or strategic workforce planning initiatives for individual business units and for enterprise-level initiatives by:
  • Partnering with HR Business Partners and Business Leaders to ensure that they can apply the principles and guidelines that are foundational to good organization design and strategic workforce planning. Equip them with the tools and insights to confidently make decisions and fully understand the implications of these decisions. Provide recommendations for solutions that are thoughtful, practical and sustainable
  • Providing deep subject matter expertise in organizational design and strategic workforce planning and facilitate workshops and conversations to develop strategies and solutions that help Leaders to deliver on their mandates and optimize the way they work, utilize talent, resources and add value
  • Understanding the Bank’s risk appetite and risk culture and incorporate these into organization design and strategic workforce planning recommendations 
  • Championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge
• Support the Organizational Effectiveness Team to continually elevate the value of the Organizational Effectiveness CoE by:
  • Developing, implementing and continuously improving Strategic Workforce Planning and Organization Design programs, processes and tools that are foundational for the Organizational Effectiveness CoE
  • Finding meaningful ways to identify and incorporate leading practices, industry innovations and thought leadership to evolve and refine our org design methodology and strategic workforce planning methodology and tools / resources 
• Build capabilities in organization design, strategic workforce planning and organizational effectiveness:
  • Support the development and implementation of strategies and activities to build capability with key HR partners and business leaders
  • Actively participate in and contribute towards the Organization Design Community of Practice sessions and content
  • Provide coaching and support as needed to HR and business partners
  • Actively disseminate knowledge and best practices to contribute to building the capabilities of the OE team 
• Drives analytics for organizational effectiveness initiatives to inform data-driven recommendations by:
  • Proactively identifying data needs
  • Managing data collection
  • Executing best-in-class analysis and providing insights
  • Validating and refining recommendations with internal partners and leaders 
• 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. 

Experience / Education:

• Management consulting and/or HR strategy experience considered a strong asset 
• 3- 5 years of proven experience and knowledge in organizational design and/or strategic workforce planning engagements 
• Thrives in an ambiguous and dynamic business environment, with a proven ability to communicate complex information to a variety of audiences 
• Ability to work collaboratively and manage stakeholders across a matrixed organization 
• Excellent analytical and problem-solving skills, extensive experience with analytical tools and ability to synthesize benchmarks and internal/external insights
• Strong communications skills (verbal and written) and interpersonal skills. 
• Provide executive-level insights, communications and materials 
• Excellent facilitation skills to develop and facilitate workshops and training sessions 
• High level of knowledge of HR systems, data concepts, structure and solutions
• Solid understanding of Scotiabank’s organizational structure
• Fluency in Spanish considered an asset 

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

The Automotive Finance Team at Scotiabank is experiencing a massive transformation and growth with constantly evolving digital journeys and disruptions within automotive ecosystem and financing technologies. Scotiabank is one of the top automotive finance lenders in Canada and the role will be pivotal to drive the growth forward and maintain our leading position in the marketplace through delivering innovative and top notch digital solutions for our automotive partners, business and customers.

Is this role right for you?

• Collaborate with business stakeholders to gather and understand requirements for new projects or system enhancements.
• Analyze and document current business processes and systems to identify areas for improvement.
• Translate business requirements into functional specifications and technical solutions.
• Work closely with development teams to ensure the successful implementation and integration of systems and applications.
• Conduct thorough testing of new systems and enhancements, ensuring they meet business requirements and are free of defects.
• Facilitate communication between business stakeholders and technical teams throughout the project lifecycle.
• Provide training and support to end-users to ensure successful adoption of new systems.
• Stay informed about industry trends and emerging technologies to make recommendations for continuous improvement.
• Collaborate with cross-functional teams to identify and implement process improvements.

Do you have the skills that will enable you to succeed in this role?

• 5-6 years of work experience preferred
• Bachelor's degree in Business Administration, Information Technology, or a related field.
• Proven experience as a Business Systems Analyst or a similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively interact with business stakeholders and technical teams.
• Experience in documenting business processes, requirements, and system specifications.
• Knowledge of SDLC (Software Development Life Cycle) and project management methodologies.
• Ability to prioritize and manage multiple tasks in a dynamic work environment.
• Familiarity with business intelligence tools and data analysis techniques is a plus.
• Relevant certifications in business analysis or related fields are advantageous.

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. 

Work arrangements: Hybrid
 

The Sr. ETL  Engineer is responsible for design and development of ETL solutions to integrate with our Salesforce platform for complex business and technology initiatives. Along with providing thought leadership, navigating us through production issues and investigations, and being a key advocate of efficiency and continual improvement as we work to modernize.

Is this role right for you?

• Analyze and estimate effort for new scope and requirements

• Design and development ETL solutions on multiple complex initiatives.

• Stay abreast of modern technologies and best practices, and recommend introduction of new technology and processes 

• Act as the Subject Matter Expert and manage admin functions for ETL and Talend

• Investigate failures, perform root cause analysis, and implement fixes; utilize internal defect tracking tool to create detailed, high quality error report

• Work with product owners and test engineers to support QA processes, review test plans, test coverage and help improve test automation

Do you have the skills that will enable you to succeed in this role?

• Minimum 10+  years of experience in enterprise systems

• Minimum 5+ years hands-on Talend development experience

• Knowledge of cloud integration with ETL.

• Knowledge of deployment processes and release pipelines. Eg : Jenkins, Bitbucket/Git

• Unix/AIX script experience

• ETL tool experience with Talend

• Data modeling and mapping

• Performance tuning and optimization

• SQL and database programming (Preferably DB2)

• Version control systems

Some more information you might want to know:

• Strong communication skills

• Talend Certification 

• Ability to work in cross functional teams

• Experience in agile methodologies like SCRUM/Kanban

• Experience with Talend 8.0

• Experience with Salesforce integration

• Experience with DBR Execution and Documentation, Vulnerability fixes, etc.

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!

Work arrangements: Hybrid

Purpose of Job:

As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.

Is this role right for you?

• You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for them.
• Whether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the community as a Mortgage Advisor.
• This role is 100% commission, which puts your future in your own hands.

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

• You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively.
• You’re a relationship builder (Mortgage Advisor) who is focused on providing a great client experience and growing relationships with existing Bank customers.
• You maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirements.
• You have 3 to 5 years of industry-related experience and a deep understanding of your local market.
• You possess and maintain a driver’s license and have access to personal transportation.

What’s in it for you?

• Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.
• As a Mortgage Advisor you’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.
• You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.
• Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.  
• Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank.

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

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships.  You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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

• 3 years of experience in financial planning and investment sales.
• You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You are actively working towards a Financial Planning designation. You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation or  Institut québécois de planification financière (IQPF for Quebec residents) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
• You are bilingual, French and English, pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve and English-speaking clientele

 What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• Ability to provide an excellent client experience without going to the branch.
• A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.