ScotiaMcLeod Business Development Associate
Scotiabank
Toronto, ON, CA
5d ago

Join the Global Community of Scotiabankers to help customers become financially better off. A Best Workplace Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace®, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, and Latin America by the Great Place to Work® Institute.

A multinational winning teamScotiabank is Canada’s international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and parts of Asia.

We are dedicated to helping our 21 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management, corporate and investment banking.

Corporate Social Responsibility Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.

ScotiaMcLeod is part of the Global Wealth Management (GWM) division of Scotiabank and a division of Scotia Capital Inc. ScotiaMcLeod offers full-

service advice and a full spectrum of investment products and services through 750 advisors to over 150,000 households across Canada.

ScotiaMcLeod has earned a reputation for integrity based on our standards of excellence, quality service and a commitment to doing what's right for our clients.

At ScotiaMcLeod, we pride ourselves on the strong team we have developed to support the Wealth Advisors. In addition to traditional administrative support, we also have a number of licensed roles to assist the advisors with their clients, with their individual marketing, and with the growth and development of their businesses.

ScotiaMcLeod provides both internal training as well as financial assistance for external courses to support and encourage career path progression for our employees.

As part of Scotiabank, you will see the many benefits of working for an employer of choice - one that reflects the community and one that attracts and retains talent from diverse backgrounds.

We encourage open communication, recognize and reward performance, and provide opportunity for growth. Here you will find a workplace enriched with strong relationships, teamwork, contagious enthusiasm and a "can-do" attitude.

The Business Development Associate’s primary focus is to work with an advisor team, to assist in the growth of the team’s book of business by prospecting for and developing new client relationships.

KEY ACCOUNTABILITIES

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
  • QUALIFICATIONS

  • 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
  • Industry Experience preferred
  • EDUCATION AND ACCREDITATIONS

  • Post Secondary Education
  • OTHER INFORMATION

  • Some travel may be required, depending on location of client meetings and seminars.
  • Seminars and client / prospect events are often held in the evening which can require a longer than usual working day.
  • The branch is a fast paced often high stress environment often with conflicting demands.
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