Relationship Manager, Dealer Relations (Dynamic Funds)

Scotiabank; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank is seeking a Relationship Manager, Dealer Relations for Dynamic Funds in Toronto. You will manage relationships with distributor head offices, resolve fund- and processing-related issues, and support iFAST fund information setup.

You will interact with internal teams, review AML requirements, and participate in project work including FundSERV releases and data quality reporting.

Qualifications

• Minimum of two years of mutual funds operations experience.
• College Diploma or University Degree required.
• Canadian Securities Course or Canadian Investment Funds in Canada Course preferred, with Canadian experience.

Responsibilities

• Respond to calls and emails from internal and external clients with courteous, prompt responses.
• Investigate FundSERV trade rejects and XML anomalies affecting NM settlements.
• Act as a subject matter expert for mutual funds, FundSERV, and iFAST for clients and staff.
• Travel to distributor head offices to review operational concerns and maintain relationships.
• Set up new funds and make changes to funds in the iFAST system.

Skills

Mutual funds operations

Customer service

Time management

Interpersonal skills

Problem solving

Multitasking

Organizational skills

Travel readiness

Bilingual English/French

Education

College Diploma or University Degree

Canadian Securities Course

Canadian Investment Funds in Canada Course

Job description

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Title: Relationship Manager, Dealer Relations (Dynamic Funds)

Requisition ID: 275291

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

Purpose:

As a Relationship Manager, reporting to the Manager of Dealer Relations, you will be responsible for creating and maintaining relationships with distributor head offices by providing excellent customer service, resolving issues of mutual concern, providing system support, and investigating processing and policy discrepancies.

You will also maintain operational relationships with external distributors, as well as the Dynamic National Accounts, Inside Sales, Wholesale teams, Customer Relations Centre, and internal operations.

In addition, you will be responsible for the setup and maintenance of fund information on iFAST.

Is this role right for you? In this role, you will:

• Respond to incoming calls and emails from internal and external clients, providing courteous and prompt responses to all inquiries.
• Participate in the investigation of FundSERV trade rejects via TFS and anomalies in XML files that could impact N$M settlement.
• Act as a subject matter expert for mutual funds, FundSERV related activity, and iFAST for internal and external clients.
• Travel to distributor head offices as needed to review operational concerns and maintain relationship structures.
• Provide Dealer Agreement Packages and other materials as requested and review this material for AML regulatory requirements.
• Set up new funds and make changes to existing funds in the iFAST system.
• Create and QC FD and MD files and work on special projects as requested.
• Participate in requirements definition and user acceptance testing for software enhancements, FundSERV releases and new products, and attend working groups as needed.
• Provide ample notification to internal and external operational personnel regarding upcoming releases, including FundSERV.
• Create system reports using Progress Results and Micro Strategies to determine data integrity, statistics, and audits as requested.
• Update the departmental manual to ensure procedural guidelines remain accurate.

Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:

• Minimum of two years of mutual funds operations experience.
• Canadian Securities Course or Canadian Investment Funds in Canada Course.
• College Diploma or University Degree.
• Mutual fund customer service or operations experience is an asset.
• Comprehensive knowledge of FundSERV and electronic processing is preferred.
• Comprehensive knowledge of Microsoft Office.
• Knowledge of the iFAST system is an asset.
• Excellent time management and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to work flexibly in a fast-paced environment.
• Ability to manage multiple tasks and work within strict deadlines.
• Ability to work independently and cooperatively as a member of a team.
• Strong organizational skills and the ability to deal with customers professionally.
• Travel is required for the position.
• Bilingualism in English and French would be an asset.

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

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.