Senior Vice President, Sales Strategy

3 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Position: Senior Vice President, Sales Strategy

Requisition ID: 204583

Scotiabank's Dynamic Funds, a prominent entity in the wealth management sector, is seeking a dynamic leader to oversee business development initiatives. Established in 1957, our firm has evolved into a leading provider of investment solutions across Canada, catering to a diverse clientele.

Role Overview:

  • Drive sales growth and cultivate new business opportunities within a designated region.
  • Foster enduring relationships with clients while actively seeking new prospects.
  • Leverage comprehensive product knowledge and exceptional interpersonal skills to enhance sales performance and client retention.

Key Responsibilities:

  • Conduct individual and group meetings with financial advisors to showcase our offerings (targeting 20 meetings weekly).
  • Delegate daily responsibilities to the Inside Sales Representative (ISR) and Sales Associate (SA) for effective follow-up.
  • Organize and facilitate events, roadshows, and manager meetings to promote engagement.
  • Develop and review a strategic business plan quarterly to optimize sales from advisors in the region.
  • Segment the client base to establish service levels and ensure diverse sales across various channels.
  • Maintain and enhance client relationships through systematic territory rotations to drive sales and broaden product usage.
  • Make proactive calls to clients who exceed purchase or redemption thresholds.
  • Manage expenses and uphold the overall budget for the assigned region.
  • Utilize the Diagnostic Selling Process to extract valuable insights and maintain accurate records in the CRM system.
  • Address client inquiries and follow up on leads generated by the ISR.
  • Cultivate and expand new business relationships.
  • Provide mentorship to the ISR through ongoing coaching and constructive feedback.
  • Present innovative products, business strategies, and tax-planning solutions to advisors.
  • Collaborate within a supportive team environment to achieve and surpass sales targets.
  • Participate in special projects as needed.
  • Adhere to Scotiabank's Global Sales Principles, ensuring alignment with the Bank's risk management framework in daily operations.

Qualifications:

  • A minimum of a bachelor's degree in commerce, finance, or business administration.
  • Proven track record of advancement in roles with increasing responsibility within the financial services sector.
  • At least 5 years of sales experience and territory management.
  • Completion of CSC and/or IFIC certification is required.
  • A collaborative individual who thrives in a team-oriented environment.
  • Proficient in MS Office applications (Excel, Word, Outlook).
  • Experience with Customer Relationship Management systems is essential.
  • Enrollment in an industry designation program (CIM, CFA, CFP, etc.) is preferred.
  • Detail-oriented with excellent time management capabilities.
  • Strong public speaking and presentation abilities.
  • Awareness of trends in the financial services industry.
  • A proactive self-starter with a focus on maximizing sales opportunities.
  • Willingness to travel extensively.

The successful candidate will be required to communicate fluently in both English and French, as determined by a language needs assessment conducted by Scotiabank.

We appreciate the unique skills and experiences each individual contributes to our organization and are dedicated to fostering an inclusive and accessible environment for all. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment process, please inform us.

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