Early Career Education Specialist - MD Wealth Management

Scotiabank; Montreal; On-site; CAD 50,000 - 85,000; Full time

Job summary

An established industry player is seeking a passionate Early Career Education Specialist to join their dynamic team in Montreal. This role focuses on fostering strong client relationships and delivering impactful financial literacy sessions. You will engage with medical students and residents, promoting valuable services while ensuring compliance with regulations. The ideal candidate will possess a university degree, strong communication skills, and a client-focused mindset. Join a purpose-driven organization that values inclusivity and innovation, and make a difference in the lives of clients and communities.

Qualifications

• University degree or equivalent experience required.
• 3-5 years in marketing/business development within financial services or healthcare.

Responsibilities

• Champion a customer-focused culture to deepen client relationships.
• Deliver financial literacy educational sessions and organize events.
• Foster relationships with residency program directors and stakeholders.

Skills

Client focus

Dynamic presentation skills

Decision-making ability

Excellent communication

Organizational skills

Relationship-building

Business development expertise

Entrepreneurial mindset

Education

University degree in Commerce, Marketing, or Communications

Experience in partnership relationship management

3-5 years in marketing/business development

Job description

Requisition ID: #

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

MD Management Limited, a division of Scotia Wealth Management, offers 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 success of the team by executing specific goals, plans, and initiatives aligned with the business strategies and objectives. You will ensure all activities comply with regulations, policies, and procedures.

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

1. Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
2. Act as the first face-to-face contact for MD Financial Management (MDFM), promoting and communicating the MD value proposition with a solid understanding of the physician journey, MD’s core products, and services.
3. Generate quality leads for MD Financial Management for new clients and connect prospects with Early Career Advisors.
4. Develop a prominent, consistent, and positive presence on campus, in teaching hospitals, and in the New in Practice community.
5. Foster strong relationships with key stakeholders such as residency program directors, PTMAs, affiliates, and Scotiabank.
6. Identify opportunities to impress prospects and clients, recognizing career and personal milestones.
7. Deliver financial literacy educational sessions.
8. Organize MDFM presence at resident orientations, academic half-days, and special events.
9. Use new media and social tools to engage with prospects and create stakeholder communities.
10. Collect feedback from residents and new physicians to inform future strategies.
11. Consider the bank’s risk appetite and culture in daily activities and decisions.
12. Ensure effective operations in line with Scotiabank’s values, conduct policies, and risk management standards.
13. Contribute to an inclusive, high-performance environment.

Education & Experience:

1. University degree or equivalent experience in Commerce, Marketing, or Communications.
2. Experience in partnership relationship management and negotiation.
3. 3-5 years in marketing/business development within financial services or healthcare industries.
4. Strong financial planning knowledge.
5. In-depth understanding of the medical student and resident experience, with ability to develop relevant links.

Skills for success:

1. Client focus.
2. Dynamic presentation and public speaking skills.
3. Decision-making ability in ambiguous situations.
4. Excellent communication and interpersonal skills.
5. Strong organizational, planning, and project management skills.
6. Integrity and trustworthiness.
7. Relationship-building and networking skills.
8. Business development and sales expertise.
9. Entrepreneurial mindset.

Language requirements: Based on a needs assessment, the successful candidate must communicate fluently in English and French, as they will work closely with teams operating primarily in English and serve English-speaking clients.

Locations: Montreal QC, Ottawa ON, Quebec QC, Sherbrooke QC.

Scotiabank is a leading bank in the Americas, guided by the purpose "for every future." We help our customers and communities succeed through a broad range of services including banking, wealth management, and capital markets.

We value the unique skills each individual brings and are committed to an inclusive, accessible environment. If you require accommodations during the recruitment process, please inform our Recruitment team. Technical assistance is available upon request.

Candidates must apply online to be considered. We thank all applicants; only those selected for an interview will be contacted.