ScotiaMcLeod Business Development Associate Job White Rock area,BC Canada,Finance & Banking

Requisition

Scotia Mc Leod , 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 Scotia Mc Leod , 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