Vp, Business Development

7 months ago

Montréal, Canada Scotiabank Full time

**Requisition ID**: 182811

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. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

**Purpose**

Contributes to the overall success of the Systemized Team within Dynamic Mutual Funds in Montreal, Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Accountabilities**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- The Role of the VP, Systemized Solutions (VPSS) is to facilitate the Investment Management Workshop.
- The Investment Management Workshop (IMW) is a series 6 meetings designed to achieve 3 objectives.
- Analyze the advisor’s current Business Structure and Investment Management Process (IMP);
- Design a customized Investment Management Matrix (IMM)
- Create a comprehensive Transition Strategy (TS)
- Within this Role the VPSS has 3 primary responsibilities:

- Prospecting
- Facilitation
- Administration
- Prospecting: The VPSS
- is responsible for enrolling 54 advisors per year into the program
- Will arrange one-on-one, group and/or branch meetings with advisors to promote the IMW
- Will work closely with the Dynamic National Sales Team, Dynamic National Accounts Team, and other Business Partners to ensure that enrollment levels are kept at the required level
- Will actively pursue referrals from existing and past participants in the program to ensure that enrollment levels are kept at the required level
- Facilitation: The VPSS
- Must have a comprehensive understanding of the investment management and portfolio construction process;
- Must have a comprehensive understanding of Dynamic’s programs and products
- The VPSS will facilitate the Investment Management Workshop according to the 6 meeting process as detailed in the IMW Binder
- The Introductory Meeting
- The Discovery Meeting
- The BluePrint Meeting
- The Construction Meeting
- The Analytics Meeting
- The Review Meeting
- The VPSS will conduct each meeting on a weekly or biweekly basis
- Submit the completed mandate to the VP Sales Development and Systemized Solutions for review and final approval
- Ensure Advisors are operating within expected Sales Targets upon completion of the IMW
- Administration: The VPSS is required to
- Update the weekly Activity & Mandate Tracking Report;
- Submit completed mandates in a timely and accurate manner ;
- Submit expenses in a timely and accurate manner;
- Operate territory within budget;
- Actively participate in Systemized Solutions Team calls, providing feedback, articulating objections and suggesting enhancements to the IMW;
- Participate in special projects when required
- Maintain a comprehensive understanding of Dynamic’s products and programs
- Possess a comprehensive understanding of our industry, our clients and our competitors
- Possess a solid understanding of the Financial Services Industry from the Advisor’s perspective:

- IE: their fiduciary and regulatory responsibilities
- Understand the 3 primary roles of the Financial Advisor:

- Financial Advisor
- Investment Manager
- Small Business Owner
- Possess a comprehensive understanding of the Portfolio Construction & Investment Management Process; including such topics as:

- Assessing client objectives
- Asset Allocation & Diversification
- Risk Management Tools & Techniques; and
- Modern Portfolio Theory
- Internally motivated Self-sufficient
- Goal oriented
- Curious
- Growth focused
- Passionate Process & Systems
- Driven
- Coachable

Additionally they will be someone who
- Loves progress, thrives in dynamically evolving environment and enthusiastically embraces change
- Enjoys challenging the status quo
- Is able to work independently to achieve their individual goals while being part of a larger overall team
- Is able to see the big picture without losing sight of the details
- Thrives in a flexible environment while understanding that organization, structure, process & discipline are the key drivers of success
- Is infinitely curious and believes in the virtues of growth, development and continuing education as evidenced by their history in this area
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pur

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