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ScotiaMcLeod Business Development Associate

Requisition ID: 2098

Branch / Department: ScotiaMcLeod Capital Centre Branch

Transit Number: 32631

 

Employee Referral Program – Potential Reward:  

 

We are committed to investing in our employees and helping you continue your career at Scotiabank.

 

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 team
Scotiabank 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. 
 

ScotiaMcLeod is currently seeking a Business Development Associate.

 

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 through cold calling and existing network.

*****-Must be enrolled in a relevant undergraduate program (i.e. Finance)-Must have excellent written and verbal skills in both French and EnglishCompensation is comprised of an hourly salary and bonus on acquired assets. ***** 

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)

 

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 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

 

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.

Location(s):  Canada : Quebec : Montreal 

ScotiaMcLeod and Scotiabank are committed to providing an inclusive and accessible candidate experience. Only those candidates selected for an interview will be contacted. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.

Company
ScotiaBank
Posted
03/25/2018
Type
Full time
Location
Montreal, 10, CA