Vp, Business Development - Montréal, Canada - Scotiabank

Scotiabank

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 wellrespected 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
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.

3. Administration

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
Goaloriented and growthfocused, 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 postsecondary institution

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