VP, Business Development (Dynamic Wholesaler)



DETAILS

Location: Halifax, NS, B3J3K9
Employee Type: full time
Experience: 5 - 8 years
Education: Bachelor degree
Travel Required: 60%

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…
 
  • Manage a defined territory within Canada to generate sales and develop new business.
  • Lead by establishing long lasting relationships, servicing existing clients and prospecting for new ones.
  • Use their in depth knowledge of our products, their practice management skills and their interpersonal skills to increase sales and retain assets.

 

Key Responsibilities:

 

  • Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (15 meetings a week);
  • Schedule and Host Events, Roadshows and Manager Meetings;
  • Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory;
  • Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (1-250);
  • Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage;
  • Make daily calls to clients who purchase or redeem above the set targets;
  • Submit expenses and maintain the overall budget for the defined territory. This includes approving co-op requests, charitable donations, promotional items and quarterly ticket/ meal allocations;
  • Data Mine using the Diagnostic Selling Process & Populate the CRM system (Oracle on Demand) with all the information retrieved during meetings;
  • Respond to client inquiries and follow up on leads from the ISR;
  • Generate and develops new business relationships;
  • Present to advisors on new products, business building ideas, and tax-planning strategies;
  • Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (Sr. Wholesaler, sales rep & sales associate); and
  • Involved in special projects as required.

 

Skills and Experience:

 

  • Minimum bachelor’s 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 management experience and 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, FOetc.);
  • 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; and
  • Ability to travel extensively.

 

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

Dynamic Funds
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9
CANADA