Wealth Management Business Development Associate
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Drive prospecting and relationship growth with ScotiaMcLeod in Vancouver, using business development campaigns, negotiation, and client-focused communication. Support an Advisor in developing new 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.