All jobs within 50 km around Windsor in Management

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod 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 their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION 

As a Business Development Associate, you will work with an Advisor to support growth through prospecting and developing new client relationships.
   
IS THIS ROLE RIGHT FOR YOU 
In the role you will: 

• 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. 
• 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 

DO YOU HAVE THE SKILLS 
We would love to work with you if you have: 
 

• Strong negotiation and influencing skills
• Self-motivated and are results driven
• Experience in a sales, relationship, or an account management role
• Experience in the securities industry considered an asset 
• Excellent verbal and written communication skills  
• Meticulous attention to detail and excellent time management skills 
• Exceptional client service skills
• Investment Representative (IR) or Registered Representative (RR) licensing with CIRO is preferred

 
WHATS IN IT FOR YOU 

• At ScotiaMcleod 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 ScotiaMcleod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here
• 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

#LI-Onsite