Client Development Specialist (Bilingual) - Montreal, QC / Quebec, QC

MD Financial Management; Moncton; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Physician Engagement Specialist, where you will drive client relationships and maximize business opportunities. This role requires a blend of sales experience, strong communication skills, and the ability to work collaboratively in a dynamic environment. Enjoy flexible work arrangements, a competitive salary, and a commitment to diversity and inclusion.

Benefits

Flexible work arrangements

Inclusive work environment

Programs for mental and physical health

Competitive salary and incentives

Generous paid time off

Banking and insurance discounts

Qualifications

• At least 4 years' sales experience required.
• IIROC licensed (RR), CSC, CPH completion preferred.
• Knowledge in Wealth Management is an asset.

Responsibilities

• Follow up on prospective business opportunities.
• Provide service and advice during client engagement.
• Collaborate with Financial Consultants and specialists.

Skills

Networking

Relationship-building

Communication

Organizational skills

Self-motivated

Education

Post-secondary education in Business or Marketing

Tools

Microsoft Office

Job description

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

As a Physician Engagement Specialist, you will proactively pursue new client relationships through prospecting and maximizing opportunities.

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

1. Follow up and nurture prospective business opportunities to convert them into new MD Management (MDM) clients.
2. Provide service and advice during client engagement and transition them to the appropriate service delivery channel.
3. Utilize data to understand the prospect's engagement level with MDM.
4. Seek opportunities to promote MDM and Scotia products and services.
5. Collaborate with Financial Consultants and specialists to engage prospects.
6. Share marketing resources to attract new business.
7. Partner with stakeholders on marketing initiatives and regional events.
8. Manage referrals and track pipeline reporting for effective sales management.
9. Build relationships with centers of influence and partnership associations.
10. Maintain a strong social media presence to build the MD brand.
11. Stay informed about market conditions and financial planning advantages.
12. Consider the Bank's risk appetite and culture in daily activities and decisions.
13. Ensure operational effectiveness and compliance with policies and risk management standards.
14. Support advisors with client management activities as needed.

The Must Haves:

• Post-secondary education in Business or Marketing with at least 4 years' sales experience.
• IIROC licensed (RR), completed Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and 90-day training; WME completion within 30 months; Life License and other regulatory requirements are assets.
• Knowledge or experience in Wealth Management is an asset.
• Experience in marketing, negotiation, and public speaking is an asset.
• Proficiency in Microsoft Office.

Skills for Success:

• Confidence and ability to connect with various personalities.
• Networking and relationship-building skills.
• Ability to work well in cross-functional teams and fast-paced environments.
• Strong organizational, interpersonal, and communication skills.
• Self-motivated, resourceful, and proactive.
• Ability to set, pursue, and achieve goals.

What’s in it for you?

• Flexible work arrangements and tools for work-life integration.
• An inclusive, diverse work environment.
• Programs supporting mental and physical health.
• Competitive salary, incentives, pension plan, and employee share options.
• Generous paid time off.
• Access to banking, credit, mortgage, and insurance discounts.

Note: The successful candidate must communicate in English and French due to collaboration with head office teams operating primarily in English.

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers and communities succeed through a broad range of financial services.

We value diverse skills and experiences and are committed to an inclusive environment. If you need accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online; only shortlisted candidates will be contacted.