Vice president, Investment Management, Retail

1 week ago

Ottawa, Canada Scotiabank Full time
Title: Vice President, Business Development

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 Canada's most recognized wealth management firms, offering a comprehensive range of products and services, spanning every major sector, geographic region, and investment discipline.

Purpose:

Reporting directly to the Regional Vice President, the Vice-President, Business Development will work within the assigned territory to generate sales and develop new business, along with servicing and managing existing clients regarding Dynamic products and services. The role will provide leadership and mentoring support to the Inside Sales Representative assigned to the territory. The individual is also expected to perform all follow-up duties for their 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 to generate sales and develop new business.
  • Establish long-lasting relationships, servicing existing clients and prospecting for new ones.
  • Utilize in-depth knowledge of products, practice management skills, and interpersonal skills to increase sales and retain assets.
  • Arrange one-on-one, 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 review it quarterly with the team to increase sales from advisors within the territory.
  • Segment the client base to define service levels and ensure sales from various distribution channels and firms (1-250).
  • Maintain and service client relationships using territory rotations to increase sales and diversify 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, including approving co-op requests, charitable donations, promotional items, and quarterly ticket/meal allocations.
  • Data mine using the Diagnostic Selling Process and populate the CRM system with all information retrieved during meetings.
  • Respond to client inquiries and follow up on leads from the ISR.
  • Generate and develop new business relationships.
  • Mentor the ISR through continuous coaching and feedback.
  • Present to advisors on new products, business-building ideas, and tax-planning strategies.
  • Work extensively within a supportive team environment to meet and/or exceed company sales objectives.
  • Be involved in special projects as required.
  • Adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk culture should be considered in day-to-day 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 bachelor’s degree in commerce, finance, or 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 (Excel, Word, and 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.).
  • Detail-oriented with strong time-management skills.
  • Strong public speaking and presentation skills.
  • Ability to keep up-to-date on past, current, and future trends in the financial services industry.
  • Pro-active, self-starter with the ability to maximize sales.
  • Ability to travel extensively.

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 a seamless recruitment experience.

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