Requisition ID: 142098

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.

As the Business Development Associate, you will assist in the growth of the team’s book of business by prospecting for and developing new client relationships.

Is this the right role for you? In this role you will:

Develop and strengthen prospecting relationships by:

Liaising with existing prospects currently under development of the Advisor team.

Building new relationships via client referrals, lead lists, cold calling, etc. to add to existing prospect list

Developing and delivering business development campaigns and a regular contact program (calls, mail outs, seminar invitations, etc.)

Tracking and reporting of prospect list and associated campaign(s)

Arranging prospect/client meetings.

Preparing regular updates for team (weekly or monthly as agreed upon)

Co-ordinating client introduction and review meetings

Develop Client and Prospecting Materials by:

Preparing or supporting in the preparation of marketing material such as brochures, direct mail initiatives, newsletters etc.

Drafting and maintaining the Advisor team’s Value Proposition, Team Biographies and Service Commitment

Support Client and Prospect Events by:

Creating and maintaining an annual marketing calendar of client and prospect events

Co-ordinating all activities associated with hosting client or prospect events and seminars

Creating, sending and tracking invitations and confirming attendance

Securing the venue and co-ordinating the event at the host locations as required

Preparing presentations and associated materials and hand-outs as needed

Following-up after event with such items as booking meetings or sending out requested information

Reporting on the various successes of such events. ie. attendance, leads, meetings booked etc.

Support Prospect Transition to Client by:

Creating and maintaining client prospect profile in the Client Management System

Preparing proposals and or service agreements

Assisting Advisor in client prospect meetings as needed

Contribute to the effective functioning of the branch team by:

Building effective working relationships across the team and with various business line and corporate function contacts

Maintaining a high level of customer service

Facilitating a culture of open and honest communication

Actively participating and contributing to touch bases and team meetings

Encouraging the generation of new ideas and approaches

Actively sharing knowledge and experience to enhance the development of all team members

Developing and executing a meaningful employee development plan

Do you have the requirements to excel in the role? We'd love to work with you if you have:

Strong negotiation and influencing skills

Must have excellent written and verbal communication skills

Must have strong organizational skills

Extremely proactive, and demonstrates a high degree of perseverance

Must work well independently and within a team setting

Self-motivated; driven to exceed established goals

Experience in a sales, relationship or account management role

Marketing Experience preferred

Post Secondary Education or equivalent

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.

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. 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.