ScotiaMcLeod Business Development Associate -Oakville

Scotiabank; Oakville; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotia Wealth Management in Oakville is seeking a dynamic Business Development Associate focused on growing client relationships and driving practice growth within a leading wealth management team.

You will partner with Relationship Managers to identify new opportunities, coordinate outreach campaigns, and manage digital marketing initiatives while overseeing events and client communications. A strong emphasis on CRM-driven prospecting and measurable results is essential.

Qualifications

• Passion for relationship building, business development, and delivering exceptional client experiences.
• Strong customer service mindset with the ability to establish and maintain lasting relationships.
• Exceptional attention to detail and commitment to delivering high-quality work.
• Strong written, verbal, and presentation skills.
• Demonstrated ability and enthusiasm for leveraging AI tools to enhance productivity, creativity, and business outcomes.
• Experience with social media management, email marketing platforms, and CRM systems.
• Excellent organizational, project management, and multitasking abilities.
• Ability to manage multiple priorities independently while meeting deadlines.
• Strong analytical skills with the ability to measure results and optimize performance.
• Entrepreneurial mindset with a focus on growth, accountability, and continuous improvement.

Responsibilities

• Partner with Relationship Managers to identify, cultivate, and advance new business opportunities.
• Develop and execute business development initiatives that support client acquisition and practice growth.
• Build and maintain relationships with branch partners, accountants, lawyers, family offices, and other Centres of Influence (COIs).
• Identify opportunities within existing client relationships to deepen engagement and uncover additional planning needs.
• Manage and maintain an active prospect pipeline, ensuring timely follow-up and progression of opportunities.
• Track referrals, introductions, and business development activities through CRM systems.
• Coordinate prospect outreach campaigns and relationship-building initiatives.
• Monitor pipeline growth and conversion metrics and provide regular reporting to the leadership team.
• Plan and coordinate educational seminars, networking events, client appreciation events, and strategic partner initiatives.
• Collaborate with Relationship Managers to maximize business development opportunities arising from events.
• Deliver exceptional client and prospect experiences that strengthen relationships and reinforce the Scotia Wealth Management brand.
• Measure event success through attendance, engagement, referrals, and business opportunities generated.

Skills

Relationship building

Customer service mindset

Attention to detail

Communication skills

AI tools

Social media management

CRM systems

Project management

Multitasking

Analytical skills

Entrepreneurial mindset

Tools

CRM Systems

AI tools

Email marketing platforms

Job description

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Title: ScotiaMcLeod Business Development Associate -Oakville

Requisition ID: 272576

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.

Position Summary

At Scotia Wealth Management, our clients are at the center of everything we do. We are seeking a dynamic, relationship-focused Business Development Associate to help accelerate the growth of our leading wealth management practice.

This role is ideal for an ambitious professional who is passionate about building relationships, creating opportunities, and contributing directly to business growth. Working closely with our Relationship Managers, the Business Development Associate will drive prospecting initiatives, manage referral relationships, coordinate client and business development events, and support the overall growth strategy of the practice.

The successful candidate will also oversee the team's social media presence, client communications, and marketing initiatives, leveraging digital platforms to increase engagement, strengthen relationships, and generate new business opportunities.

The ideal candidate is entrepreneurial, highly organized, technology-savvy, and motivated by measurable results. They thrive in a fast-paced environment and enjoy connecting people, fostering relationships, and helping clients achieve their financial goals.

Key Responsibilities

Business Development & Relationship Management

• Partner with Relationship Managers to identify, cultivate, and advance new business opportunities.
• Develop and execute business development initiatives that support client acquisition and practice growth.
• Build and maintain relationships with branch partners, accountants, lawyers, family offices, and other Centres of Influence (COIs).
• Identify opportunities within existing client relationships to deepen engagement and uncover additional planning needs.
• Manage and maintain an active prospect pipeline, ensuring timely follow-up and progression of opportunities.
• Track referrals, introductions, and business development activities through CRM systems.
• Coordinate prospect outreach campaigns and relationship-building initiatives.
• Monitor pipeline growth and conversion metrics and provide regular reporting to the leadership team.
• Plan and coordinate educational seminars, networking events, client appreciation events, and strategic partner initiatives.
• Collaborate with Relationship Managers to maximize business development opportunities arising from events.
• Deliver exceptional client and prospect experiences that strengthen relationships and reinforce the Scotia Wealth Management brand.
• Measure event success through attendance, engagement, referrals, and business opportunities generated.

Digital Marketing & Social Media

• Manage the team's social media strategy, content calendar, and online presence.
• Create and schedule engaging, compliant content that supports client education, brand visibility, and business development objectives.
• Utilize social media platforms to expand professional networks, strengthen client relationships, and generate new opportunities.
• Coordinate client communications, newsletters, and targeted outreach campaigns.
• Create marketing materials and communication resources that support Relationship Managers in their client engagement efforts.
• Analyze engagement metrics and recommend strategies to enhance visibility, client interaction, and lead generation.

Strategic Growth Initiatives

• Lead special projects focused on practice growth, client engagement, and operational effectiveness.
• Coordinate webinars, educational content, market updates, advisor branding initiatives, and digital campaigns.
• Evaluate and implement emerging technologies, including AI-driven tools, to improve efficiency, prospect engagement, and business development effectiveness.
• Track key performance indicators and provide actionable insights that support growth and decision-making.

Qualifications & Skills

Required

• Passion for relationship building, business development, and delivering exceptional client experiences.
• Strong customer service mindset with the ability to establish and maintain lasting relationships.
• Exceptional attention to detail and commitment to delivering high-quality work.
• Strong written, verbal, and presentation skills.
• Demonstrated ability and enthusiasm for leveraging AI tools to enhance productivity, creativity, and business outcomes.
• Experience with social media management, email marketing platforms, and CRM systems.
• Excellent organizational, project management, and multitasking abilities.
• Ability to manage multiple priorities independently while meeting deadlines.
• Strong analytical skills with the ability to measure results and optimize performance.
• Entrepreneurial mindset with a focus on growth, accountability, and continuous improvement.

Preferred

• Experience in wealth management, financial services, banking, insurance, or professional services.
• Understanding of referral-based business development and relationship-driven sales environments.
• Familiarity with wealth management planning concepts and client service best practices.

Performance Measures

Success in this role will be measured by:

• Growth in qualified prospects and business development opportunities.
• Referral activity generated from clients, branch partners, and Centers of Influence (COIs).
• Prospect pipeline growth, engagement, and conversion rates.
• Client and prospect engagement levels.
• Successful execution of events and attendee satisfaction.
• Social media engagement and digital outreach effectiveness.
• New client relationships and assets influenced by business development initiatives.
• Return on investment (ROI) from business development, marketing, and client engagement initiatives.

Why Join Our Team?

This is an exciting opportunity to play a meaningful role in the growth of a highly respectedScotia Wealth Management practice.

You will work alongside a high-performing team dedicated to delivering exceptional advice and service while helping clients achieve their financial goals. As a Business Development Associate, you will gain valuable experience in wealth management, client relationship management, business development, marketing, and practice management.

If you are passionate about building relationships, creating opportunities, and contributing to the success of clients and a growing wealth management practice, we would love to hear from you.

Location(s): Canada : Ontario : Oakville
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.