10 Jan
Scotiabank
Niagara Falls
Title: Vice President, Business Development (Dynamic Funds), Golden Horseshoe
Requisition ID: 214054
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Established as a small investment club in Montreal in 1957, we have evolved to become one of Canada's most recognized wealth management firms, offering a comprehensive range of products and services across major sectors, geographic regions, and investment disciplines.
Purpose:
Reporting directly to the Regional Vice President, the Vice-President, Business Development will work within the assigned territory to generate sales and develop new business while servicing and managing existing clients regarding Dynamic products and services.
The role will also provide leadership and mentoring support to the Inside Sales Representative assigned to the territory.
Is this role right for you? In this role you will:
- Manage a defined territory to generate sales and develop new business.
- Establish long-lasting relationships, servicing existing clients and prospecting for new ones.
- Utilize in-depth knowledge of products and interpersonal skills to increase sales and retain assets.
- Arrange 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 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 (1-250).
- 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 the set targets.
- Submit expenses and maintain the overall budget for the region, including approving co-op requests, charitable donations, promotional items, and quarterly ticket/meal allocations.
- Data mine 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, business-building ideas, and tax-planning strategies.
- Work extensively within a supportive team environment to meet and/or exceed company sales objectives.
- Be involved in special projects as required.
- Adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and culture should be considered in day-to-day 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 bachelor’s degree in commerce, finance, or 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 (Excel, Word & Outlook).
- Experience with Customer Relationship Management systems.
- Completion is preferred, but at minimum, enrollment 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 trends in the financial services industry.
- Pro-active, self-starter with the 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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment process, please let us know. We will work with you to provide a seamless recruitment experience.
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