Wealth Management Associate at ScotiaMcLeod

Elevate your career as a Wealth Management Associate with ScotiaMcLeod in Vancouver. Focus on building client relationships and enhancing wealth through strategic prospecting.
ScotiaMcLeod, a leading name in Scotia Wealth Management®, is actively hiring a Business Development Associate in Vancouver. You will assist advisors in expanding their client base through various strategies such as networking events and cold calling. This role includes preparing detailed proposals and managing client interactions for successful account openings, ensuring a personalized approach to wealth management.
Key Responsibilities:
• Design and implement prospecting campaigns to attract clients
• Build relationships through referrals and outreach efforts
• Prepare and present investment proposals to clients
• Track and manage client information through systems
• Gather required documents to facilitate account openings
Requirements:
• Excellent negotiation and communication skills...