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ScotiaMcLeod Business Development Associate

  • Vancouver, BC, V6B 4N9, Canada

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Original job description

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 and  favourable 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. 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.

More about this job

Responsibilities

The Business Development Associate supports an Advisor by prospecting and developing new client relationships through campaigns and lead generation. They also facilitate account openings and collaborate with specialists to deepen client relationships through total wealth planning.

Requirements

Candidates should have experience in the securities industry and possess strong negotiation, communication, and client service skills. A self-motivated individual with meticulous attention to detail and the ability to manage time effectively is required.

Skills

  • Business development
  • Prospecting
  • Negotiation
  • Influencing
  • Cold calling
  • Client service
  • Time management
  • Communication
  • Securities industry knowledge
  • Financial planning
  • Attention to detail

Benefits

  • Competitive compensation
  • Annual incentive plans
  • Time off entitlements
  • Pension plan
  • Employee share ownership plan
  • Favourable employee banking rates

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support
  • Consulting

Keywords

  • Wealth management
  • Business development
  • Prospecting
  • Client relations
  • Securities
  • Financial planning
  • Lead generation
  • Cold calling
  • Client proposals
  • Account opening
  • Total wealth planning
  • Negotiation
  • Communication
  • Time management
  • Client service
  • Banking
  • Investment
  • Advisory

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