Scotiamcleod Business Development Associate - Vancouver, Canada - Scotiabank

Scotiabank

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 177936

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.

Purpose of the Job:

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

1.

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)
Coordinating client introduction and review meetings

2.

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

3.

Support Client and Prospect Events by:

Creating and maintaining an annual marketing calendar of client and prospect events
Coordinating all activities associated with hosting client or prospect events and seminars
Creating, sending and tracking invitations and confirming attendance
Securing the venue and coordinating the event at the host locations as required
Preparing presentations and associated materials and handouts as needed
Followingup 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.

4.

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
Selfmotivated; 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.

Location(s): Canada : British Columbia : Vancouver

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.