Vice President, Business Development

Responsibilities

• Manage a defined territory to generate sales, develop new business, and manage existing client relationships for Dynamic Funds.
• Establish long-lasting relationships with financial advisors through one-on-one, group, and branch meetings.
• Develop and execute a strategic annual business plan, reviewing progress quarterly to increase territory sales.
• Provide leadership and mentoring to the assigned Inside Sales Representative (ISR) through continuous coaching and feedback.
• Schedule and host industry events, roadshows, and manager meetings.
• Segment the client base to define service levels and ensure sales across various distribution channels.
• Utilize CRM systems to data mine and document all client interactions and meeting information.
• Present new products, business building ideas, and tax-planning strategies to advisors.
• Manage the regional budget, including expenses, co-op requests, and promotional allocations.

Requirements

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field.
• Minimum of 5+ years of sales experience.
• Minimum of 5+ years of experience in territory management.
• Completion of CSC (Canadian Securities Course) and/or IFIC (Investment Funds in Canada) certification.
• Proven experience working with Customer Relationship Management (CRM) systems.
• Strong public speaking and presentation skills.
• Ability to travel extensively to meet client needs.
• Proficiency in MS Office (Excel, Word, and Outlook).

Preferred Qualifications

• Enrollment in or completion of an industry designation program such as CIM, CFA, or CFP.
• A proven track record of progression into roles with increasing responsibility within the financial services industry.

About the Company

Dynamic Funds is a wholly owned subsidiary of Scotiabank and one of Canada's most recognized wealth management firms. We offer a comprehensive range of financial solutions, including mutual funds, ETFs, fee-based, tax-advantaged, and customized high-net-worth programs across all major sectors and geographic regions.