Vice-president, Etf Business Development

2 weeks ago


Toronto, Canada Scotiabank Full time

**Requisition ID**: 171543

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**
The Vice President, ETF Business Development, Ontario, will join Canada’s leading mutual fund wholesale team with the responsibility to grow the Dynamic Active ETF range in Ontario.

**Accountabilities**
- Work closely with Sales Associates, ISRs and Wholesalers to implement regional ETF plans, prospect, and maintain existing client relationships (including providing ETF guidance and coaching to wholesalers).
- Fully adopt and effectively use Dynamic’s CRM system to maximize ETF sales results in the territory, including identification and tracking of ETF clients.
- Assist wholesalers in the segmentation of the client base to define the ETF opportunities in their regions.
- Master Dynamic’s investment message and adapt to implementation with the Dynamic Active ETF suite.
- Coordinate ETF specific communication to the sales team on behalf of product managers and ETF capital markets for example: ETF Sound bytes, ETF Performance Updates.
- Represent Dynamic at regional ETF events and conferences.
- Consistently improve and develop ETF product knowledge, sales skills and efficiencies with the Dynamic Wholesale and Inside Sales Representatives team.
- Effectively leverage senior management, ETF portfolio management and Product Managers in the sales process.
- Work closely with the National Accounts and Internal Sales Associates to identify and execute on specific firm and advisor initiatives connected to ETFs
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.

**Education/Experience**:

- Minimum Bachelor’s degree in a field such as Commerce, Finance, Business Administration
- CSC or IFIC certification
- CFP or CIM; CFA desirable
- Minimum 5+ years of ETF sales experience
- Minimum 5+ years of management experience and managing a territory

Location(s): Canada : Ontario : Toronto



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