Vice President,Business Development; Wholesaler Funds Job Oshawa area,Durham Ontario Canada,Sales

Position: Vice President, Business Development (Wholesaler) Dynamic Funds
Location: Durham

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.


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Vice President, Business Development; Wholesaler Funds