Physician Experience Specialist - Bilingual Toronto, Ottawa or Moncton

Scotiabank; Ottawa; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian financial institution is seeking a Physician Experience Specialist to ensure the success of the Medicus Pension Plan. The role involves providing exceptional client service, delivering educational sessions, and organizing promotional events. Candidates should have over 5 years of experience and be bilingual in French and English. Join a dynamic team that focuses on providing outstanding client experiences and support.

Qualifications

• 5+ years of experience in client service.
• Ability to handle communication via phone or video calls.
• Experience in pension administration is an asset.
• Strong analytical and problem-solving skills.
• Well organized and meets deadlines.

Responsibilities

• Act as the first point of contact for clients.
• Deliver financial literacy educational sessions.
• Organize events promoting Medicus.
• Track sales performance against targets.
• Maintain accurate records of client interactions.

Skills

Client service

Interpersonal skills

Problem-solving

Analytical skills

Bilingualism (French/English)

Organization

Presentation skills

Education

University degree or college diploma

Tools

MS Office Tools

Job description

Physician Experience Specialist - Bilingual Toronto, Ottawa or Moncton

Established by MD Financial Management Inc. and Scotiabank, the Medicus Pension Plan is currently open to incorporated physicians in Alberta, British Columbia, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, and the Territories.

The Physician Experience Specialist contributes to the overall success of the Medicus Pension Plan by ensuring specific individual goals, plans, and initiatives are executed in support of Medicus’ business strategies and objectives. The role will ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.

As a key component of the Medicus operating model, the incumbent is responsible for the effective execution of Medicus’ operational processes to provide an outstanding client experience and deliver the highest level of client service to existing and prospective Medicus clients.

Responsibilities

• Act as the first point of contact for Medicus, engaging with prospects and clients to effectively communicate and promote the Medicus value proposition.
• Demonstrate a deep understanding of the physician journey and the Medicus Pension Plan to build trust and rapport with clients.
• Execute high-quality discovery meetings with new clients, identifying their needs and presenting tailored solutions to facilitate closing.
• Look for opportunities to exceed client expectations and create memorable experiences that enhance the Medicus brand.
• Deliver financial literacy educational sessions to clients, both in one-on-one and group settings, to improve their understanding of the Medicus Pension Plan and its benefits.
• Organize and staff Medicus presence at various engagement events, ensuring high levels of interaction and engagement with attendees.
• Provide personalized and exceptional support to prospective Medicus Pension Plan members during the enrolment process, addressing any questions or concerns promptly and effectively.
• Maintain regular follow‑up with prospects and new members to ensure a smooth transition and continued satisfaction with Medicus services.
• Plan, organize, and staff events that promote Medicus, ensuring all logistical details are handled seamlessly.
• Engage with prospects and clients at events, providing information, answering questions, and creating a positive experience.
• Track and report on sales performance against plan and/or individual targets.
• Provide insights and recommendations to improve sales strategies and product offerings.
• Participate in ongoing training and development programs to stay updated on pension products and sales techniques.
• Maintain accurate records of sales activities, client interactions, and outcomes.
• Generate regular reports on sales performance, pipeline status, and market feedback for management review.

Qualifications

• 5+ years of experience.
• Experience providing exceptional personalized client service, particularly via phone or video call interactions.
• Experience demonstrating strong interpersonal, self‑motivation, presentation, communication, and written skills.
• Pension administration experience is a strong asset.
• Well organized, with the ability to meet deadlines.
• Strong analytical, problem‑solving, and reconciliation skills.
• Ability to adapt to change.
• Excellent team‑building skills.
• Ability to meet client service commitments and deadlines.
• Be solution driven, with resolution at first point of contact.
• Knowledge of MS Office Tools.
• Bilingualism in French/English is required.
• University degree, college diploma and/or professional accreditation (or relevant equivalents) and/or equivalent experience.

Medicus Pension Plan™ is a trademark of The Bank of Nova Scotia (Scotiabank), used under licence. The Scotiabank and MD logos are trademarks of Scotiabank, used under licence. Scotiabank is the sponsor of the Medicus Pension Plan, which is a registered pension plan and is registered under the Pension Benefits Act (Ontario) and the Income Tax Act (Canada). To determine if the Medicus Pension Plan is appropriate for your retirement planning needs and retirement income objectives, please consult with a financial advisor.

Scotiabank provides banking and credit products and services. Visit scotiabank.com.

MD Financial Management Inc. wholly owns or has a majority interest in the MD Group of Companies. It provides financial products and services, is the fund manager for the MD Family of Funds and offers investment counselling services. For a detailed list of the MD Group of Companies, visit md.ca