Requisition ID: 214105

 

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

 

 

What you will be doing
This position reports directly to the Managing Director, National Sales Manager , Dynamic Funds.  The key functions of the Regional Vice President, Ontario is to lead and manage the sales teams in Ontario Canada to generate/develop new business along with servicing and managing existing clients; including but not limited to recruiting, training and development. 
 
Is this role right for you? In this role you will:

Prepare on an a quarterly basis, or as otherwise required, a business plan for each of the Sales teams on actionable items to achieve the predetermined budget and sales targets; Work closely with the Managing Director, National Sales Manager Dynamic Funds, to address mutually relevant issues; business development initiatives and special projects; Help each of the teams in Ontario build, maintain and develop business from investment advisors to successfully grow Dynamic and achieve superior financial results for the firm; Reinforce pre-established measurable performance targets for sales staff on a regular basis; Manage the Ontario Region Wholesale team and ensure they execute on appropriate documentation for tracking and reporting in Salesforce. Schedule regular Wholesaler and Advisor coaching/mentoring trips with each team, each quarter; Provide guidance to sales team regarding generating and developing new business relationships; Assists each Wholesale team in developing a strategic growth plan for each quarter to increase sales and retention from advisors within the territory; Provide territory management for each team including oversight and planning to ensure sales, product, diversity and budget targets are met; Partners with each team as a business consultant in a value added relationship; Focuses time and effort on maximizing sales from various distribution channels; Ensures each team populates Salesforce with meeting/call notes, delegated tasks and pertinent marketing information on advisors. Develops relationships with internal business partners to leverage capabilities including: Systemized Solutions, Marketing, National Accounts, Product Development. Assists in the development of corporate policies and procedures as required, and implement those that affect the sales group; Provide feedback to the Managing Director, National Sales Manager, Dynamic Funds regarding development and marketing of new products and to assist in the marketing of products within our distribution channels; identify product and service gaps relative to the competition;

 

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; Minimum of 10 years of investment industry experience, preferably within a Wholesale / Distribution or Advisory role; Excellent knowledge of how the brokerage, financial planning, and insurance industry operate at all levels including product knowledge and compensation structures; Deep existing relationships with bank owned brokerage channel in GTA – BMO, CIBC, RBC, Scotia TD Experience in managing a large team in a sales environment; Knowledge of MS Office (i.e. Excel, Word & Outlook); Bilingual (English & French) definite asset. Strong knowledge of past, current and future trends in the financial services / investment management industry;

Location(s):  Canada : Ontario : Toronto

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.