ScotiaMcLeod Business Development Associate

Scotiabank; Vancouver; Presencial; CAD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Pension Plan

Employee Share Ownership Plan

Favourable employee rates

Resumo da oferta

ScotiaMcLeod, a leading wealth management firm within Scotiabank, is seeking a Business Development Associate to support growth through prospecting and developing new client relationships alongside an Advisor in Vancouver.

You will create campaigns, build relationships via referrals and cold calling, prepare proposals, and track prospects in the client management system, contributing to total wealth planning alongside advisory specialists.

Qualificações

• Strong negotiation and influencing skills.
• Self-motivation and are driven to exceed goals
• Experience in the securities industry
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience

Responsabilidades

• Create and strengthen prospecting relationships by developing business development campaigns such as coordinating seminars, drafting print & electronic media campaigns, etc.
• Build new relationships via client referrals, lead lists, cold calling, etc. to add to existing prospecting list
• Prepare client proposals and/or service agreements
• Track prospects through client management system
• Facilitate account opening through the gathering of information and required documentation
• Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning

Conhecimentos

Negotiation

Self-motivation

Experience in securities

Verbal and written communication

Attention to detail

Client service

Descrição da oferta de emprego

Title: ScotiaMcLeod Business Development Associate

Requisition ID: 278491

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture-life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You'll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you're not just building a career, you're joining a firm where ideas spark, collaboration thrives, and you're empowered to reach your full potential while making a real impact in your clients' lives.

BRIEF INTRODUCTION

As a Business Development Associate, you will work with an Advisor to support growth through prospecting and developing new client relationships.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Create and strengthen prospecting relationships by developing business development campaigns such as coordinating seminars, drafting print & electronic media campaigns, etc.
• Build new relationships via client referrals, lead lists, cold calling, etc. to add to existing prospecting list
• Prepare client proposals and/or service agreements
• Track prospects through client management system
• Facilitate account opening through the gathering of information and required documentation
• Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• Strong negotiation and influencing skills
• Self-motivation and are driven to exceed goals
• Experience in the securities industry
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills, providing a professional and respectful experience

WHATS IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan andfavourable employee rates for employee banking
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers
• An organization committed to making a difference in our communities- for you and our clients
• An inclusive working environment that encourages creativity, curiosity and celebrates success
• Learning and Development - via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

Location(s): Canada : British Columbia : Vancouver 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.