Business Development
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 being 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.

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.

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.

Unique Team-Based Culture & Management

Sales focused, consultative approach by management. Impressive record of best practice sharing.

 

Marketing

A supportive team provides you with the resources to promote financial solutions and expand your business profile.

Referral Recognition Program

ScotiaMcLeod letter and firm paid gift to clients who refer to you.

PriceMetrix

Outstanding tools to regularly measure and monitor your business.

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.