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Physician Engagement Specialist

Scotiabank

Montreal, QC

Physician Engagement Specialist

Scotiabank

Montreal, QC
 
Salary: Information not available
 

 

 

 

 

Requisition ID: 239393

 

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

The Physician Engagement Specialist is responsible for developing and nurturing prospective (non-clients) business opportunities with a focus on converting physician prospects into long-term clients. This role involves business development, strategic partnership management, and personalized client engagement. The incumbent proactively builds relationships with key stakeholders, enhances brand presence within the physician community and leverages data-driven insights to optimize outreach strategies.

 

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

 

  • Develop and nurture relationships with Scotiabank, P&A partners, physician recruiters, centers of influence (COI’s), medical clinics and key stakeholders to expand market reach and generate new client opportunities
  • Manage and grow a robust pipeline of physician prospects through targeted outreach, educational initiatives and personalized engagement strategies
  • Proactive opportunity management (analysis, prioritization and follow up)
  • Represent the organization at conferences, sponsorships, seminars and networking events to promote the value proposition and foster brand awareness
  • Sales Practices standards (lead qualification, lead follow up and conversion)
  • Identify and develop new opportunities to promote MD and Scotia products and services
  • Proactively engage physician prospects through discussions to understand their financial needs and align them with tailored solutions
  • Deliver high-impact presentations to physician groups, business partners and internal stakeholders showcasing specialized offerings
  • Utilize data insights to assess prospect engagement levels and optimize outreach efforts
  • Strengthen collaboration with financial consultants and regional managers to convert physician prospects into long-term clients
  • Proactively manage and expand a defined territory identifying key opportunities for business development
  • Foster and coordinate connections between prospects and advisors to ensure an exceptional client experience
  • Build a strong presence within the physician communities through regular engagement, social media activity and networking with advisors
  • Maintain a deep understanding of market conditions and competitive advantages to drive strategic initiative
  • Act as a key resource for internal teams providing coaching and insights on best practices for physician engagement
  • Educate and support partners and stakeholders through training sessions, presentations and strategic discussions
  • Champion innovation by continuously refining engagement strategies, leveraging technology, and identifying new business development opportunities
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champions a high-performance environment and contributes to an inclusive work environment

 


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have: 

 

  • Post-secondary education and business marketing or related field
  • Bilingual English and French
  • Minimum of 4 years of experience in business development sales or client engagement
  • Experience in the wealth management or financial services industry is an asset
  • Proven experience in marketing, negotiation, and public speaking
  • Working knowledge of RRSP’s, RRIF’s and RESP’s, mutual funds and other investment products is preferred

 

 

Additional Information:
 

Regular travel required (40-50%) to engage with physician prospects, attend events and build relationships within the community

 

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s):  Canada : Quebec : Montreal || Canada : Quebec : Quebec || Canada : Quebec : Sherbrooke || Canada : Quebec : Trois-Rivières

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

 

rochelle.mendonca@scotiabank.com

 

Whenever possible, reach out to a named contact rather than a general inbox  - it helps ensure a quicker, more personalized response. If you hit a bounce-back, let us know at

employment.Emploi@cfmws.com

About Scotiabank

The Scotiabank Veterans Network (SVN) is committed to supporting veterans, reservists, and military spouses by recognizing and valuing their unique skills and experiences. As a military-friendly employer, Scotiabank actively promotes the integration of veterans into civilian careers by offering a wide range of employment opportunities across the Bank.  SVN plays a key role in this effort, leading initiatives such as a mentorship program designed to support both current and transitioning veterans.

The team was instrumental in driving recent enhancements to Scotiabank’s reservist leave policy and organized the inaugural Valour and Vision Expo in Q4 2024, where industry leaders pledged to support veterans entering the civilian workforce.  In February 2025, Scotiabank proudly served as the lead Banking Sponsor of the Invictus Games, an international multi-sport event that aids in the rehabilitation of wounded, injured, and ill service members—both active and retired.

Additionally, SVN hosts a variety of events throughout the year, including leadership symposiums and annual Remembrance Day ceremonies, to honor and support the military community.