Vice-president, Etf Business Development - Vancouver, Canada - Scotiabank

Scotiabank

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 171542

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

Purpose

The Vice President, ETF Business Development, Western Canada, will join Canada's leading mutual fund wholesale team with the responsibility to grow the Dynamic Active ETF range in Western Canada.

Accountabilities

Work closely with Sales Associates, ISRs and Wholesalers to implement regional ETF plans, prospect, and maintain existing client relationships (including providing ETF guidance and coaching to wholesalers).
Fully adopt and effectively use Dynamic's CRM system to maximize ETF sales results in the territory, including identification and tracking of ETF clients.
Assist wholesalers in the segmentation of the client base to define the ETF opportunities in their regions.
Master Dynamic's investment message and adapt to implementation with the Dynamic Active ETF suite.
Coordinate ETF specific communication to the sales team on behalf of product managers and ETF capital markets for example: ETF Sound bytes, ETF Performance Updates.
Represent Dynamic at regional ETF events and conferences.
Consistently improve and develop ETF product knowledge, sales skills and efficiencies with the Dynamic Wholesale and Inside Sales Representatives team.
Effectively leverage senior management, ETF portfolio management and Product Managers in the sales process.
Work closely with the National Accounts and Internal Sales Associates to identify and execute on specific firm and advisor initiatives connected to ETFs
Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of daytoday business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a highperformance environment and contributes to an inclusive work environment.

Education/Experience:

Minimum Bachelor's degree in a field such as Commerce, Finance, Business Administration
CSC or IFIC certification
CFP or CIM; CFA desirable
Minimum 5+ years of ETF sales experience
Minimum 5+ years of management experience and managing a territory

Location(s): Canada : British Columbia : Vancouver