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ScotiaMcLeod Business Development AssociateScotiabank • White Rock, BC, CA
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ScotiaMcLeod Business Development Associate

ScotiaMcLeod Business Development Associate

Scotiabank • White Rock, BC, CA
30+ days ago
Job type
  • Full-time
Job description

Requisition ID: 267818

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, investment recommendations 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

  • Approval as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)

WHATS IN IT FOR YOU

  • Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Planand 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

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ScotiaMcLeod Business Development Associate • White Rock, BC, CA

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