Barbara Mercredi PFP®

Sharpshooter
DISC Type : DC

Director, Indigenous Financial Services at Scotiabank

Kelowna, British Columbia, Canada

Overview

Barbara Mercredi is the Director of Indigenous Financial Services at Scotiabank, leveraging over 22 years of banking expertise in commercial and wealth management. She leads national strategies for Indigenous Economic Reconciliation and holds the Personal Financial Planner (PFP®) designation, focusing on tailored financial solutions for communities across Canada.

As a proud Métis Cree woman and member of the Métis Nation of Northwest Territories, Barbara is passionate about community engagement. She has served on Rotary Club boards and as a former Chair for Habitat for Humanitys Global Village. Her personal interests include cultural travel, live music, and literature.

Unique fact: Barbara has extensive experience working with communities in the North and is happiest when she is in, on, or around water.

Personality Overview

Fast But Analytical

Rigorous & Demanding

Precise But Practical

They like to move fast and expect the same from others.  They take a lot of pride in personal achievements. They respond better to strong and respectful interactions.

Topics They Care About

Economic Reconciliation
Her professional focus is on bridging Indigenous community priorities with financial frameworks to foster partnership and shared prosperity.
Indigenous Business
Leads national business development for Scotiabank's Indigenous Financial Services, supporting economic sovereignty and growth for Indigenous communities.
Community Engagement
Actively involved in community initiatives, having served on the board of Rotary clubs and as a chair for Habitat for Humanity.

Media Appearances

Barbara has no verified media appearances

Work History

5-2024
Director, Indigenous Financial Services at Scotiabank
11-2019 - 11-2023
Private Banker at RBC
10-2016 - 11-2019
Senior Commercial Account Manager at RBC
1-2012 - 10-2016
Commercial Account Manager at RBC
11-1997 - 3-1999
Tour Consultant at La Beduina Tours

Education

Barbara has no verified education history

More Information

Social Presence :

Prographics :

Exp : 14 Location : Kelowna, British Columbia, Canada Job Level : Mid-senior Designation : Director, Indigenous Financial Services at Scotiabank
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Insights For Selling To Barbara

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Speak about competitive differentiation that your product offers
  • Objectively showcase the impact that your product creates

DONT's

  • Don't try too hard to forge relationships with them
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Barbara is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Barbara

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Barbara move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Barbara take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Barbara

Personality Compatibility


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