Vice President, Business Development (Wholesaler), Dynamic Funds (223877)

Scotiabank Global Site; London; On-site; CAD 120,000 - 180,000; Full time

Job summary

A leading financial services firm is looking for a Vice President of Business Development to drive growth in sales within a designated territory. This role involves developing new business relationships, mentoring team members, and managing budgetary responsibilities in a dynamic environment. The ideal candidate will have over five years of relevant experience, a strong academic background, and excellent interpersonal skills.

Qualifications

• Bachelor's degree in commerce, finance, or related field required.
• At least 5 years of sales and territory management experience.
• Completion of CSC and/or IFIC certification preferred.

Responsibilities

• Manage a defined territory to generate sales and develop new business.
• Establish and maintain long-lasting relationships with clients and prospects.
• Organize and host events, roadshows, and manager meetings.

Skills

Communication

Leadership

Time Management

Public Speaking

Sales Skills

Education

Bachelor's degree in commerce, finance, business administration, or related field.

Tools

MS Office

CRM systems

Job description

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Established in Montreal in 1957 as a small investment club, it was a pioneer in providing professional investment advice to retail investors. Over the years, it has evolved into one of Canada's most recognized wealth management firms, offering a comprehensive range of products and services across major sectors, regions, and investment disciplines. Our financial solutions include mutual funds, ETFs, fee-based, tax-advantaged, and customized high-net-worth programs.

Position: Vice President, Business Development

Purpose:

Reporting directly to the Regional Vice President, the Vice-President of Business Development will work within the assigned territory to generate sales, develop new business, and service existing clients regarding Dynamic Funds' products and services. The role includes providing leadership and mentoring to the Inside Sales Representative (ISR) assigned to the territory, as well as managing follow-up activities with support from the Sales Associate (SA).

Key Responsibilities:

• Manage a defined territory to generate sales and develop new business.
• Establish and maintain long-lasting relationships with clients and prospects.
• Utilize product knowledge, practice management, and interpersonal skills to increase sales and assets under management.
• Arrange meetings with financial advisors to promote products and services (approximately 20 meetings per week).
• Coordinate daily tasks for the ISR and SA for follow-up activities.
• Organize and host events, roadshows, and manager meetings.
• Develop and review a strategic business plan quarterly to increase sales within the territory.
• Segment the client base to define service levels and ensure sales across various distribution channels.
• Maintain and service client relationships through territory rotations to diversify product usage.
• Make daily calls to clients with transactions exceeding set targets.
• Manage expenses and maintain the regional budget, including co-op requests, charitable donations, and promotional activities.
• Use diagnostic selling processes and CRM systems to record meeting information.
• Respond to client inquiries and follow up on leads from the ISR.
• Develop new business relationships and mentor the ISR through coaching and feedback.
• Present to advisors on new products, business-building ideas, and tax strategies.
• Work collaboratively within a team environment to meet or exceed sales objectives.
• Participate in special projects as required.
• Adhere to Scotiabank's Global Sales Principles, understanding risk culture and appetite.

Qualifications:

• Bachelor's degree in commerce, finance, business administration, or related field.
• Progression into roles with increasing responsibility in financial services.
• At least 5 years of sales experience and territory management experience.
• Completion of CSC and/or IFIC certification preferred.
• Strong team player with excellent communication skills.
• Proficiency in MS Office and CRM systems.
• Industry designation enrollment (CIM, CFA, CFP, etc.) preferred.
• Detail-oriented with excellent time management, public speaking, and presentation skills.
• Ability to stay current on industry trends and be proactive in sales initiatives.
• Willingness to travel extensively.

We value diversity and are committed to creating an inclusive environment. Candidates requiring accommodations during the recruitment process are encouraged to inform us.