Job Title

Title: Vice President, Business Development (Dynamic Funds), Calgary Requisition ID: 254638 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 Canadas 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 closedend investment funds, feebased, taxadvantaged, and customized highnetworth programs. Purpose: Reporting directly to the Regional Vice President, the VicePresident, Business Development will work within the assigned territory to generate sales and develop new business, while servicing and managing existing clients on Dynamic products and services. Additionally, the role will provide leadership and mentoring support to the Inside Sales Representative assigned to the territory and perform followup duties for their own activities with support from the Sales Associate responsible for servicing the territory. In this role you will: Manage a defined territory to generate sales and develop new business Lead by establishing longlasting relationships, servicing existing clients, and prospecting for new ones Use indepth knowledge of our products, practicemanagement skills, and interpersonal skills to increase sales and retain assets Arrange oneonone, 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 followup Schedule and host events, roadshows and manager meetings Develop a strategic business plan for the year and review it quarterly with the team to increase sales from advisors within the territory Segment the client base to define service levels and ensure sales from various distribution channels and firms (1250) Maintain and service client relationships using territory rotations to increase sales and diversify product usage Make daily calls to clients who purchase or redeem above set targets Submit expenses and maintain the overall budget for the region, including approving coop requests, charitable donations, promotional items and quarterly ticket/meal allocations Datamine using the Diagnostic Selling Process and populate the CRM system with all information retrieved during meetings Respond to client inquiries and follow up on leads from the ISR Generate and develop new business relationships Mentor the ISR through continuous coaching and feedback Present to advisors on new products, businessbuilding ideas and taxplanning strategies Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (sales rep & sales associate) Be involved in special projects as required Adhere to Scotiabank Global Sales Principles and understand how the Banks risk appetite and risk culture should be considered in daytoday activities and decisions Do you have the skills to enable you to be successful in this role? We would love to work with you if you have: Minimum bachelors degree in a field such as commerce, finance, business administration 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.) Detailoriented with strong timemanagement skills Strong public speaking and presentation skills Ability to keep up to date on past, current and future trends in the financial services industry Proactive, selfstarter with the ability to use initiative to maximize sales Ability to travel extensively We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible. #J-18808-Ljbffr