Vice President Business Development 203687
Vice President Business Development 203687
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Job Description
Requisition ID: 203687
Dynamic Funds is a wholly owned subsidiary of Scotiabank headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957 where it was a pioneer in providing professional investment advice to retail investors. Since then we have evolved to become one of Canadas most recognized wealth management firms. We offer a comprehensive range of products and services spanning every major sector geographic region and investment discipline. Our financial solutions include open and closedend investment funds feebased taxadvantaged and customized highnetworth programs
Dynamic Funds is one of Canadas most recognizedwealth management firms. We offer a comprehensive range of products and services spanning every major sector geographic region and investment discipline. Our financial solutions include mutual funds ETFs feebased taxadvantaged and customized highnetworth programs.
Purpose:
Reporting directly to the Regional Vice President the VicePresident Business development will work within the assigned territory to generate sales and develop new business along with servicing and managing existing clients about Dynamic products and services. In addition the role will provide leadership and mentoring support to the Inside Sales Representative that is assigned to the territory. The individual is also expected to perform all followup duties for their own activities with support from the Sales Associate responsible for servicing the territory.
Is this role right for you In this role you will:
- Manage a defined territory togenerate sales and develop new business
- Lead by establishing long lasting relationships servicing existing clients and prospecting for new ones.
- Use their indepth knowledge of our products their practice management skills and their interpersonal skills to increase sales and retain assets.
- Arrange oneonone group and/or branch meetings with financial advisors to promote company products and services 20 meetings a week);
- Assign daily tasks to the ISR and the SA for follow up;
- Schedule and Host Events Roadshows and Manager Meetings;
- Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory;
- Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms 1250;
- Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage;
- Make daily calls to clients who purchase or redeem above the set targets;
- Submit expenses and maintain the overall budget for the region. This includes approving coop requests charitable donations promotional items and quarterly ticket/ meal allocations;
- Data Mine using the Diagnostic Selling Process & Populate the CRM system with all the information retrieved during meetings;
- Respond to client inquiries and follow up on leads from the ISR;
- Generate and develops new business relationships;
- Mentor the ISR through continuous coaching and feedback.
- Present to advisors on new products business building ideas and taxplanning strategies;
- Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (sales rep & sales associate); and
- Involved in special projects as required
- Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Banks risk appetite and risk culture should be considered in daytoday activities and decisions
Do you have the skills to enable you to be successful in this role We would love to work with you if you have:
- Minimum bachelors degree in a field such as commerce finance business administration;
- Must be Bilingual (FRE/ENG)
- Record of progression into roles with increasing responsibility within the financial services industry;
- Minimum 5 years of sales experience;
- Minimum 5 years of experience managing a territory.
- Completion of CSC and/or IFIC certification;
- Individual contributor who excels in a team environment;
- Basic knowledge of MS Office (i.e. Excel Word & Outlook);
- Experience working with Customer Relationship Management systems;
- Completion is preferred but at minimum the successful candidate must be enrolled in an industry designation program (CIM CFA CFP etc.;
- Detailoriented with strong timemanagement skills;
- Strong public speaking and presentation skills;
- Ability to keep uptodate on past current and future trends in the financial services industry;
- Proactive selfstarter with the ability to use their initiative in maximizing sales; and
- Ability to travel extensively.
Location(s): Canada : Ontario : Ottawa
We value the unique skills and experiences each individual brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process please let us know. We will work with you to provide as seamless a recruitment experience as possible.
Required Experience:
Chief
Employment Type
Full Time
