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Business Development Director

1 month ago

Ottawa, Ontario, Canada Scotiabank Full time

Are you a sales professional looking for a new challenge?

This role is a great opportunity to join Scotiabank and take on a leadership position in our sales team.

As a Business Development Director, you will be responsible for managing a defined territory to generate sales and develop new business.

You will lead by establishing long-lasting relationships, servicing existing clients, and prospecting for new ones.

You will use your in-depth knowledge of our products, your practice management skills, and your interpersonal skills to increase sales and retain assets.

You will arrange one-on-one, group, and/or branch meetings with financial advisors to promote company products and services.

You will assign daily tasks to the ISR and the SA for follow-up.

You will schedule and host events, roadshows, and manager meetings.

You will develop a strategic business plan for the year and review it quarterly with the team to increase sales from advisors within the territory.

You will segment the client base to define service levels and ensure sales from various distribution channels and firms.

You will maintain and service client relationships using territory rotations to increase sales and diversify our product usage.

You will make daily calls to clients who purchase or redeem above the set targets.

You will submit expenses and maintain the overall budget for the region.

You will data mine using the Diagnostic Selling Process and populate the CRM system with all the information retrieved during meetings.

You will respond to client inquiries and follow up on leads from the ISR.

You will generate and develop new business relationships.

You will mentor the ISR through continuous coaching and feedback.

You will present to advisors on new products, business-building ideas, and tax-planning strategies.

You will work extensively and within a supportive team environment to meet and/or exceed company sales objectives.

You will be involved in special projects as required.

Requirements:

Minimum qualifications:

  • Minimum bachelor's 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.);
  • 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 use their initiative in maximizing sales;
  • Ability to travel extensively.