Accelerate your career at ScotiaMcLeod as a Business Development Associate in Vancouver. Collaborate with advisors to build client relationships and enhance wealth management solutions.
ScotiaMcLeod, part of Scotia Wealth Management®, is seeking a Business Development Associate. In this role, you'll support advisor growth by prospecting new clients through various campaigns and direct outreach. You'll prepare investment proposals, track prospects, and facilitate account openings while enhancing client relationships through comprehensive wealth planning.
Key Responsibilities:
• Develop business campaigns to generate new client leads
• Build relationships through referrals and cold calling
• Prepare client proposals and service agreements
• Track prospects using the client management system
• Facilitate the account opening process with required documentation
Requirements:
• Strong negotiation and communication skills
• Self-motivated with goal-driven mindset...