financial analysis consultant

Scotiabank; Toronto; On-site; CAD 125,000 - 150,000; Full time

Job summary

A leading financial institution seeks a National Consultant for Partnerships in Toronto, Ontario. In this role, you will contribute to the Sales & Partnerships team's success by ensuring compliance with regulations, expanding sales reach, and building strategic relationships with clients. Expectations include proactive brand awareness efforts and a focus on client relationship management, ensuring exceptional service and support. This position offers a permanent, full-time opportunity with a competitive salary range.

Qualifications

• Experience in sales and partnerships management.
• Strong understanding of banking and investment solutions.
• Ability to build strategic relationships.

Responsibilities

• Contribute to team success by delivering goals and initiatives.
• Ensure compliance with regulations and internal policies.
• Support referrals between Scotia iTRADE and partner channels.
• Expand sales reach through various channels across Canada.
• Drive brand awareness and provide exceptional client support.
• Champion a customer-focused culture to deepen relationships.
• Manage partnership initiatives and develop new business opportunities.

Job description

National Consultant, Partnerships, Scotia iTRADE – Toronto, ON

Requisition ID: 243238

Location: Toronto, ON – On site

Salary: $25.00 – $62.00 per hour (Annualization optional)

Terms of Employment: Permanent, Full‑time

Start Date: As soon as possible

Responsibilities

• Contribute to the overall success of the Sales & Partnerships team in Canada, ensuring that individual goals, plans, and initiatives are delivered in support of the team's business strategies and objectives.
• Ensure all activities are conducted in compliance with governing regulations, internal policies and procedures.
• Support and enable two‑way referrals between Scotia iTRADE and Scotia Wealth Management and key partner channels by executing and triaging targeted client offers, and participating in special projects.
• Expand Scotia iTRADE’s sales reach through various distribution channels, supporting business line partners and geographic regions across Canada.
• Proactively build brand awareness and provide exceptional sales and service support to partners and clients directly.
• Champion a customer‑focused culture to deepen client relationships and leverage broader bank relationships, systems and knowledge.
• Apply the bank’s risk appetite and risk culture to day‑to‑day activities and decisions.
• Pursue effective and efficient operations, ensuring the adequacy, adherence to, and effectiveness of day‑to‑day business controls to meet obligations related to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
• Build strategic relationships by supporting the sales process and cultivating relationships with front‑line sales representatives and leaders from Scotiabank and Wealth Management business lines.
• Contact targeted Scotia iTRADE clients or prospects to introduce banking or investment solutions and deepen client relationships across the bank.
• Manage two‑way referral opportunities and triage clients in collaboration with the iTRADE Product Strategy, Wealth Analytics, and Wealth Marketing teams.
• Manage and support partnership initiatives to develop new business opportunities on growth client segments and accelerate total wealth delivery while driving higher NPS.
• Undertake, support and deliver direct sales initiatives targeting internal and/or external channels to create broader awareness of Scotia iTRADE and drive profitable relationships.
• Drive brand awareness through client education and support initiatives both in person and virtually.
• Develop and maintain awareness of competitors’ products, services, and marketing initiatives, and articulate how Scotia iTRADE products/services provide superior value.
• Create and deliver tailored training resources and guides as required to support evolving partner and client inquiries.
• Promote brand awareness through an omni‑channel approach, leveraging technology to interact with internal partners and clients.
• Support planning and execution on key partnership initiatives to strengthen partner engagement and increase business growth.
• Take ownership of a personal development plan and work with the manager to develop skills, behaviours, and competencies required to achieve high performance and an inclusive environment.