Early Career Education Specialist - MD Wealth Management

Scotiabank; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking an Early Career Education Specialist to enhance client relationships and promote financial literacy. This role requires a university degree and experience in marketing or business development, focusing on the medical community. The successful candidate will engage with clients, deliver educational sessions, and build strong relationships with key stakeholders.

Qualifications

• 3-5 years in marketing/business development within financial services or healthcare.
• Strong financial planning knowledge.
• In-depth understanding of the medical student and resident experience.

Responsibilities

• Champion a customer-focused culture to deepen client relationships.
• Generate quality leads for MD Financial Management.
• Deliver financial literacy educational sessions.

Skills

Client focus

Dynamic presentation

Public speaking

Decision-making

Communication

Interpersonal skills

Organizational skills

Planning skills

Project management

Relationship-building

Networking

Business development

Sales skills

Entrepreneurial mindset

Education

University degree in Commerce, Marketing, or Communications

Job description

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Title: Early Career Education Specialist - MD Wealth Management

Requisition ID: 224109

Join a purpose-driven, results-oriented, inclusive, and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, is seeking a talented, enthusiastic, and client-focused Early Career Education Specialist to join our team.

This role involves contributing to the success of the Early Career Education Specialist Team in Canada by executing specific goals, plans, and initiatives aligned with the team’s business strategies. Ensuring all activities comply with regulations, policies, and procedures is essential.

Key responsibilities include:

• Championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Acting 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.
• Generating quality leads for MD Financial Management and linking prospects with Early Career Advisors.
• Establishing a prominent and positive presence on campus, in teaching hospitals, and within the New in Practice community.
• Building strong relationships with key stakeholders such as residency program directors, PTMA, affiliates, and Scotiabank.
• Seeking opportunities to impress prospects and clients, recognizing career and personal milestones.
• Delivering financial literacy educational sessions.
• Organizing MDFM presence at resident orientations, academic half-days, and special events.
• Using social media and networking tools to engage with prospects and clients, creating stakeholder communities.
• Gathering feedback from residents and new physicians to inform strategies and programs.
• Considering the bank’s risk appetite and culture in daily activities and decisions.
• Ensuring effective operations in line with Scotiabank’s values, code of conduct, and sales principles, including business controls and risk management.
• Contributing to an inclusive, high-performance work environment.

Education & Experience:

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

Skills required for success:

• Client focus
• Dynamic presentation and public speaking skills
• Decision-making ability in ambiguous situations
• Excellent communication and interpersonal skills
• Organizational, planning, and project management skills
• Integrity and trustworthiness
• Relationship-building skills
• Networking, business development, and sales skills
• Entrepreneurial mindset

Travel required in QC and within Canada: 50-75% of the time.

“Pursuant to a language needs assessment by Scotiabank, the successful candidate must communicate fluently in both English and French, as they will work closely with groups from head office operating primarily in English and serve an English-speaking clientele.”

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

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

We value the unique skills and experiences each individual brings and are committed to an inclusive environment. If accommodations are needed during the recruitment process, please inform our Recruitment team. Candidates must apply online; only those selected for interviews will be contacted.

MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company, and MD Insurance Agency Limited.