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Scotiabank
Vice President, Business Development (Wholesaler), Dynamic Funds - Montreal, QCScotiabank • Montreal, QC, CA
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Vice President, Business Development (Wholesaler), Dynamic Funds - Montreal, QC

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

Scotiabank • Montreal, QC, CA
23 days ago
Job type
  • Full-time
Job description

Is this role right for you?

In this role you will:
  • Manage a defined territory 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.
  • Arrange one-on-one, group and/or branch 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 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 region. 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 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;
  • Mentor the ISR through continuous coaching and feedback.
  • 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 (sales rep & sales associate); and
  • Involved in special projects as required
  • Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk 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 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 experience 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, 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; and
  • 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.

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Vice President, Business Development (Wholesaler), Dynamic Funds - Montreal, QC • Montreal, QC, CA

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