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Posted: Friday, August 25, 2017 4:09 PM

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Requisition ID: 6840

Join the Global Community of Scotiabankers to help customers become better off.

Purpose of Job:

As a member of your branch sales team you are responsible for contributing to your branchs overall success by meeting negotiated goals through effective management of your assigned portfolio of customers. Leading with a financial planning approach, you will develop opportunities to increase share of wallet from existing portfolios, and generate new customer acquisitions through referrals from assigned customers and Centres of Influence. Your defined goals will include sales targets, Sales Revenue Dollar (SRDs) targets, cross sell targets (as applicable) and activity-based metrics, along with non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development.

You are responsible for contributing to the provision of personable, efficient, straightforward and knowledgeable service throughout your daily interactions with all customers and bank employees to foster relationships of mutual trust, respect and confidence.

Major Accountabilities:

1. Provide a full range of customized financial solutions using a financial planning approach focused on building and maintaining long term relationships primarily with a portfolio of assigned customers by:

Creating comprehensive financial plans involving a more complex portfolio of financial services leveraging relevant financial planning tools modules and advice based tools and resources

Anticipating life events to effectively deliver relevant advice and solutions

Focusing on the targeted customer segment while supporting all other segments as required

2. Primarily focus on retaining relationships and growing business by:

Understanding customers financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals

Using Advice Tools to formulate and demonstrate the benefit of advice provided and support the solutions recommended with emphasis on meeting the customers long and short term investment needs

Planning and executing an annual marketing plan with weekly measurable targets including a prescribed # of customer contacts and financial plans/reviews completed each year

Highly proactive customer relationship management activities including customer contact and completing financial reviews, targeting 100% quality contact of assigned households each year

Identifying referral opportunities in response to changes in needs/preferences and where necessary, referring the customer to the appropriate Global Wealth & Insurance partners

Diarizing the next contact to proactively retain and grow the business

3. Proactively prospect to identify additional sources of business by:

Preparing/delivering presentations and seminars to customers, prospective customers and Centres of Influence for business development purposes

Networking with industry specialists to remain knowledgeable and current in marketplace trends and legislation

Conducting outbound marketing activities to potential prospects

Asking for referrals from satisfied customers to grow the business

4. Contribute to our defined Customer Experience Model(CEM), providing an excellent customer experience by:

Consistently delivering on our service and advice promise during all customer and employee interactions

Delivering on the complex advice expectations of our customers

Strictly adhering to compliance policies, procedures and processes

Maintaining a professional image that is a positive reflection of Scotiabank

Demonstrating a degree of flexibility to meet with customers at mutually convenient times/locations

5. Contribute to the overall business objectives of the branch team by:

Acquiring, retaining and growing loyal customer relationships

Meeting established individual goals through effective management of activities and opportunities

Presenting existing and prospective customers with financial plans and acquiring off us balances

Actioning tailored customer leads as required

6. Minimize the Banks exposure to risk by:

Contributing to operational excellence and a satisfactory Branch audit

Staying current on retail lending compliance, regulatory compliance, Know Your Client (KYC) and custody requirements and changes

Adhering to Retail Lending policies and processes

Adhering to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering(AML)/Anti-Terrorist Financing, Financial Consumer Agency of Canada(FCAC), Know Your Customer(KYC), Canadian Deposit Insurance Corporation(CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations and policies, as well as Scotia Securities Inc. (SSI) guidelin

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• Location: Toronto

• Post ID: 85655623 toronto is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017