Requisition ID: 182811
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
Dynamic Funds is currently looking for a Vice President, Business Development - Systemized Solutions to join the Dynamic National Sales Team and facilitate our innovative Investment Management Workshop.
Are you someone who ...
- Enjoys challenging the status quo?
- Loves progress, thrives in a dynamically evolving environment and enthusiastically embraces change?
- Can work independently to achieve their individual goals while being part of a larger overall team?
- Is able to see the big picture without losing sight of the details?
- Thrives in a flexible environment while understanding that organization, structure, process & discipline are the key drivers of success?
- Is infinitely curious and values continued growth as evidenced by your history in this area?
If so, would you like ...
- To join Dynamic's energetic and highly regarded Systemized Solutions Sales Team?
- Work with some of Canada's most successful and well-respected Investment Advisors?
- Dive into a role where innovation meets tradition and your work directly impacts the success of those advisors and their clients?
- As Dynamic's newest VP, Business Development - Systemized Solutions you will have 3 primary responsibilities.
1. Prospecting
The successful VPSS candidate must possess the ability to prospect, qualify and enroll advisors in the Investment Management Workshop.
Prospecting will be the critical factor in achieving your sales and activity targets.
2. Facilitation
The primary responsibility of the VPSS is to facilitate the Investment Management Workshop.
The IMW is a comprehensive investment management workshop designed to be conducted on a one-to-one basis with the Investment Advisor.
To that end, the successful candidate will facilitate the Workshop according to the IMW Agenda while ensuring that each experience is unique to that participant.
3. Administration
The successful VPSS candidate must possess strong administrative, organizational, and time management skills.
These skills will be critical to the candidate's ongoing success in this role.
If you are ...
- A leader with a comprehensive understanding of investment management, portfolio construction, and the financial services landscape
- A strategic thinker, capable of analyzing complex situations and designing effective solutions
- Goal-oriented and growth-focused, always seeking ways to improve processes and outcomes
- Curious and driven, with a passion for learning and adapting to new challenges
- A team player who values collaboration, feedback, and continuous improvement
We'd love to hear from you!
Qualifications:
- A CFA is required for this role
- Additional accreditations, such as CAIA, CIMA, or CIM are strongly preferred
- A solid understanding of modern portfolio theory, asset allocation, risk management, and financial planning
- 3 to 5 years of proven experience in financial services with a focus on Sales and / or Investment and Product Management
- Strong facilitation and presentation skills, with a proven ability to effectively lead discussions and workshops
- Excellent communication and interpersonal skills, with a knack for building relationships and engaging diverse audiences
- Intermediate to Advanced level knowledge of MS Office (i.e. Excel, Word, PowerPoint & Outlook).
- BA Degree from a post-secondary institution
"Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because: they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele."
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.
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.
Location(s): Canada : Quebec : Montreal
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.