Vice President, Business Development
6 months ago
Is this role right for you?
In this role you will: Manage a defined territory to generate sales and develop new business Lead by establishing long lasting relationships, servicing existing clients and prospecting for new ones. Use their in-depth knowledge of our products, their practice management skills and their interpersonal skills to increase sales and retain assets. Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (20 meetings a week); Assign daily tasks to the ISR and the SA for follow up; Schedule and Host Events, Roadshows and Manager Meetings; Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory; Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (1-250); Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage; Make daily calls to clients who purchase or redeem above the set targets; Submit expenses and maintain the overall budget for the region. This includes approving co-op requests, charitable donations, promotional items and quarterly ticket/ meal allocations; Data Mine using the Diagnostic Selling Process & Populate the CRM system with all the information retrieved during meetings; Respond to client inquiries and follow up on leads from the ISR; Generate and develops new business relationships; Mentor the ISR through continuous coaching and feedback. Present to advisors on new products, business building ideas, and tax-planning strategies; Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (sales rep & sales associate); and Involved in special projects as required Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisionsDo you have the skills to enable you to be successful in this role? We would love to work with you if you have:
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; and Ability to travel extensively.-
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