Job Title

Join to apply for the Bilingual Financial Services Client Support Representative role at Scotiabank The Senior Client Support Representative contributes to the overall success of the Medicus Pension Plan, ensuring specific individual goals, plans, initiatives are executed in support of Medicus business strategies and objectives. This role is a key component of the overall Medicus operating model and is responsible for ensuring the effective execution of Medicus operational processes to ensure an outstanding client experience. The incumbents unwavering focus in all activities they perform will be to provide 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. Skills: 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 a strong asset. Well organized, ability to meet deadlines. Strong analytical, problem-solving, and reconciliation skills. Ability to adapt to change. Excellent teambuilding skills. Ability to meet client service commitments and deadlines. Be solution driven, 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 What's in it for you? The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community. Location(s): Canada : Ontario : Ottawa #J-18808-Ljbffr