|
Business Development Support |
|
|
| Our Committment, Your Success |
|
ScotiaMcLeod is part of Scotiabank’s Wealth Management Group which incorporates key personal investment and advisory activities, offering clients a comprehensive range of products and services. ScotiaMcLeod is committed to be the investment firm of choice for select Canadian investors and select advisors.
- Heritage - A prestigious offering with a complimentary range of select services that places your clients’ needs front and centre.
- Referral Recognition Program - ScotiaMcLeod letter and firm paid gift to clients who refer to you.
- Fee Based - One of the most comprehensive selection of fee based products. Commitment to provide exceptional delivery of fee based products, advice, service and solutions.
- Marketing - A supportive team provides you with the resources to promote financial solutions and expand your business profile.
- ScotiaMcLeod Institute - Advanced business coaching and development such as: team based selling, portfolio management, delivery of Client Commitment and collaborative coaching for top teams.
- Specialized Team of Experts Concept - You remain at the centre of the client relationship while in-house specialists allow you to save time and effort, especially when you have clients with complex needs.
-
PriceMetrix - Outstanding tools to regularly measure and monitor your business.
-
Unique Team-Based Culture & Management - Sales focused, consultative approach by management. Impressive record of best practice sharing.
-
Unique Advisor to Advisor Help - Conference supported by the top Scotiabank management. Advisor and Support Advisory Boards.
- Wealth Planning - Comprehensive financial and estate planning support and tools.
- Supportive Compensation & Opportunity for Profit Participation - New annual bonus based on productivity and firm profitability.
We look forward to answering your questions!
contact
|
