Wealth Management Business Development Associate (British Columbia)

Wealth Management Business Development Associate (British Columbia)

06 Nov
|
Scotiabank
|
British Columbia

06 Nov

Scotiabank

British Columbia

Drive prospecting and relationship growth with ScotiaMcLeod in Vancouver, using business development campaigns, negotiation, and client-focused communication. Support an Advisor in developing recent client relationships.
As a Business Development Associate, you will support growth within ScotiaMcLeod, a full-service wealth management firm. You will create prospecting campaigns, build relationships through referrals and cold calling, and prepare client proposals. The work also includes supporting total wealth planning with Advisors and specialists.
Key Responsibilities: Coordinate seminars and develop print and electronic media campaigns
Build relationships through referrals, lead lists, and cold calling
Prepare client proposals and service agreements




Track prospects through the client management system
Facilitate account opening by gathering required information
Requirements: Experience in the securities industry
Strong negotiation and influencing skills
Excellent verbal and written communication skills
Self-motivation and drive to exceed goals
Meticulous attention to detail and time management
Apply business development, prospecting, and client service skills while supporting personalized wealth planning at ScotiaMcLeod in Vancouver.

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📌 Wealth Management Business Development Associate (British Columbia)
🏢 Scotiabank
📍 British Columbia

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