ScotiaMcLeod Business Development Associate

Scotiabank • Surrey, BC

8d • Onsite

About The Position

Scotia McLeod, 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 McLeod, 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. As a Business Development Associate, you will work with an Advisor to support growth through prospecting and developing new client relationships.

Requirements

• 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

Responsibilities

• 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 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

Benefits

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed