Vp, Business Development

6 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

Dynamic Funds is currently looking for a Vice President, Business Development - Systemized Solutions to join the Dynamic National Sales Team and facilitate our innovative Investment Management Workshop.

**Are you someone who **
- Enjoys challenging the status quo?
- Loves progress, thrives in a dynamically evolving environment and enthusiastically embraces change?
- Can 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 values continued growth as evidenced by your history in this area?

**If so, would you like **
- To join Dynamic’s energetic and highly regarded Systemized Solutions Sales Team?
- Work with some of Canada’s most successful and well-respected Investment Advisors?
- Dive into a role where innovation meets tradition and your work directly impacts the success of those advisors and their clients?
- As Dynamic’s newest VP, Business Development - Systemized Solutions you will have 3 primary responsibilities.

**1. Prospecting**
Prospecting will be the critical factor in achieving your sales and activity targets.

**2. Facilitation**
The primary responsibility of the VPSS is to facilitate the Investment Management Workshop.
The IMW is a comprehensive investment management workshop designed to be conducted on a one-to-one basis with the Investment Advisor.

**3. Administration**

**If you are **
- A leader with a comprehensive understanding of investment management, portfolio construction, and the financial services landscape
- A strategic thinker, capable of analyzing complex situations and designing effective solutions
- Goal-oriented and growth-focused, always seeking ways to improve processes and outcomes
- Curious and driven, with a passion for learning and adapting to new challenges
- A team player who values collaboration, feedback, and continuous improvement

**We’d love to hear from you**

**Qualifications**:

- A CFA is required for this role
- Additional accreditations, such as CAIA, CIMA, or CIM are strongly preferred
- A solid understanding of modern portfolio theory, asset allocation, risk management, and financial planning
- 3 to 5 years of proven experience in financial services with a focus on Sales and / or Investment and Product Management
- Strong facilitation and presentation skills, with a proven ability to effectively lead discussions and workshops
- Excellent communication and interpersonal skills, with a knack for building relationships and engaging diverse audiences
- Intermediate to Advanced level knowledge of MS Office (i.e. Excel, Word, PowerPoint & Outlook).
- BA Degree from a post-secondary institution

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.

Location(s): Canada : Quebec : Montreal

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