Business Development Associate for Wealth Management

2 weeks ago

London, Ontario, Canada Scotiabank Full time
About Scotia McLeod

Scotia McLeod, a cornerstone business within Scotia Wealth Management, 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 clients' assets.

We empower our employees to deliver Enriched Thinking, a unique approach that incorporates clients' thinking, as well as our thinking, to drive results. We work with a team of specialists to deliver a client-centric approach to wealth management, enabling us to consider all facets of clients' lives, families, and businesses.

About the Role

This is an exciting opportunity for a Business Development Associate to contribute to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved through effective administration and day-to-day trading of their business.

Key Responsibilities:
  • Manage all administrative processes and escalations requiring investigation;
  • Support the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs;
  • Respond to client inquiries, resolve issues, and effect client transactions in a timely and responsive manner;
  • Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue;
  • Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts;
Requirements:
  • Experience in the securities industry;
  • Duly registered as an Investment Representative (IR) with CIRO;
  • Excellent verbal and written communication skills;
  • Strong organizational skills;
  • Ability to take initiative, work independently, and meet deadlines;
  • Meticulous attention to detail and excellent time management skills;
  • Exceptional client service skills;
About Us

At Scotia Bank, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotia Bank– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

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