Associate, Product Manager



DETAILS

Location: Toronto, ON, M5C 2V9
Employee Type: full time
Experience: 2 - 5 years
Education: Bachelor degree
Travel Required: 10%

DESCRIPTION

Dynamic Funds is a fully integrated wealth management firm. It offers a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Dynamic's products include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.  As one of Canada's leading, integrated wealth management companies, our commitment to fostering partnerships between investors and financial advisors has been unwavering.
 
A Wealth of Opportunity awaits you at Dynamic Funds
 
As the successful candidate you will have the opportunity to… 
 
  • Report to the Vice President, Product Management.
  • Work with a group of Product Managers in developing and implementing strategies to support the selling of Dynamic investment products.
  • Coordinate all necessary resources, including Dynamic and Investment Counsel Personnel as well as external resources to provide support to meet the Company’s sales effort and customer service plans.

 

Key Responsibilities: 

 

  • Work with the Product Managers to facilitate information flow between portfolio management and the wholesale and service teams;
  • Assist with the creation of marketing material aimed at the company’s two key external audiences – investors and financial advisors;
  • Maintain a comprehensive database of performance metrics on Dynamic funds, competitor funds and benchmarks to facilitate performance and competitive analysis;
  • Conceptualize, produce, maintain and revise periodic reports to facilitate the information needs of the Marketing group;
  • Respond to requests from Investment Counsel, Marketing and Sales for qualitative and quantitative research pieces on products, industry trends and other related topics;
  • Conduct competitive and industry analysis for the purpose of positioning and marketing Dynamic products;
  • Maintain a comprehensive library of competitor marketing material while keeping abreast of trends, events and elements that may impact Dynamic;
  • Relationship management with third-party service providers to be the point-of-contact for all queries and to ensure that information related to Dynamic products is presented accurately on all external feeds; and
  • Other market research, marketing communications and special projects as required (including providing statistical analysis and other data on an ad hoc basis).

 

Skills and Experience:

 

  • Bachelor’s degree with a specialization in Finance, accounting and/or Business;
  • Canadian Securities Course is strong asset;
  • Enrollment in the CFA program is preferred;
  • 2 -3 years industry related work experience;
  • Proficiency with Microsoft Office;
  • A knowledge of investments and understanding of the investment sales process;
  • A desire to study, learn and grow with the department and with the firm;
  • Ability to work well in a fast paced, deadline driven environment;
  • Strong teamwork skills and the ability to co-operate well with others;
  • Self-motivated and results driven;
  • Excellent organizational and time-management skills;
  • Detailed oriented and adaptable;
  • Strong verbal and written communication skills;
  • Strong interpersonal skills;
  • Professional and tactful in client dealings;
  • Proficient at balancing multiple tasks and setting priorities; and
  • Takes initiative in finding and recommending solutions.
 

Dynamic Funds is managed by GCIC Ltd., an affiliate of Scotiabank.
Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.



REQUIREMENTS



THIS JOB IS EXPIRED

COMPANY

DundeeWealth
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9
CANADA