Title:  Vice-President, Business Development II (Wholesaler), Dynamic Funds - Montreal, QC

Requisition ID: 235318

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

Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.

Reporting directly to the Regional Vice President, with a dotted line to the incumbent VP, Business Development, the key responsibility of the Vice President, Business Development (II) is to work closely with the incumbent wholesaler in the assigned territory to generate sales and develop new business along with servicing and managing existing clients about Dynamic products and services. In addition, the role will provide leadership and mentoring support to the Inside Sales Representative and Sales Associate that is assigned to the territory. 

Is this role right for you? In this role you will: 

•    Arranges one-on-one, group and/or branch meetings with financial advisors to promote company products.
•    Maintain and service an extensive contact/client/prospect list with the aid of the sales team.
•    Generates and develops new business relationships.
•    Performs all follow-up service commitments for their own activities.
•    Service advisors on new products through presentations, branch meetings and road shows.
•    From time-to-time supports the activities and follow-up requirements of incumbent wholesaler.
•    Works extensively and within a team environment to meet and/or exceed company sales objectives (sales rep & sales associate).
•    In consultation with the incumbent wholesaler, develops a combined strategic plan for each quarter to increase sales from advisors within the territory.
•    Territory management, overview and planning, are key to ensure sales, product diversity, and budget targets are met.
•    Maintains and supports client relationships with our company in order to increase sales from existing clients.
•    Provides leadership and mentoring support to Inside Sales Representative assigned to the territory.
•    Focuses time and effort on maximizing sales from various distribution channels.
•    Assists advisors with business building and tax-planning strategies.
•    Delegated tasks and pertinent marketing information on advisors.
•    Involved in special projects as required.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

•    BA, Commerce or Economics and/or equivalent years of experience.
•    Min. 3 years’ experience in the financial industry.
•    Sales experience required.
•    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.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s):  Canada : Quebec : Montreal

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.