ScotiaMcLeod Business Development Associate - Vancouver

Scotiabank; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Metro Vancouver is seeking a Business Development Associate to support growth through prospecting and developing new client relationships. The ideal candidate will have strong negotiation skills, be self-motivated, and hold an Investment Representative license. This role offers a collaborative team environment with opportunities for professional development.

Benefits

Diversity and inclusion commitment

Learning and development opportunities

Collaborative team environment

Qualifications

• Experience in a sales, relationship, or account management role.
• Experience in the securities industry considered an asset.

Responsibilities

• Create and strengthen prospecting relationships through various campaigns.
• Build new relationships via client referrals and cold calling.
• Prepare client proposals and service agreements.
• Track prospects through client management system.
• Facilitate account openings by gathering required information.
• Work with Advisor and Total Wealth Specialists on wealth planning.

Skills

Negotiation and influencing skills

Self-motivated & results driven

Excellent verbal and written communication skills

Meticulous attention to detail

Exceptional client service skills

Education

Investment Representative (IR) or Registered Representative (RR) licensing

Job description

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Brief Introduction

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

Key Responsibilities

• 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.
• 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

Requirements

• Strong negotiation and influencing skills
• Self-motivated and are results driven
• Experience in a sales, relationship, or an account management role
• Experience in the securities industry considered an asset
• Excellent verbal and written communication skills
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills
• Investment Representative (IR) or Registered Representative (RR) licensing with CIRO

What’s in it for You

• At ScotiaMcleod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• 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

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.