Regional Manager, Inside Sales

Responsibilities

• Coach, supervise, and motivate Inside Sales Representatives (ISRs) to increase market share and assets under management.
• Develop and implement mentorship programs, including one-on-one coaching, job shadowing, and call reviews.
• Lead the onboarding and training of new hires, focusing on sales processes, presentation skills, and product knowledge.
• Partner with field sales, marketing, and product teams to execute strategic sales plans and optimize lead generation.
• Analyze performance data and key metrics to identify areas for improvement and develop targeted coaching strategies.
• Oversee outbound calling efforts and digital engagement strategies to ensure consistent messaging with financial advisors.
• Collaborate internally with Product Managers and wholesalers to ensure alignment on regional distribution objectives.

Requirements

• Canadian Securities Course (CSC) and CIM Designation.
• 5 years of industry-related experience.
• Proven experience within the Asset Management landscape.
• Strong interpersonal, presentation, and coaching skills.
• Excellent analytical and communication skills.
• Deep understanding of business controls, rules, and guidelines.

About the Company

Dynamic Funds is a wholly owned subsidiary of Scotiabank and one of Canada's most recognized wealth management firms. Established in 1957, we offer a comprehensive range of financial solutions, including open and closed-end investment funds and customized high-net-worth programs.