Requisition ID: 267789
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
What you will be doing
The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products. As a vital member of the sales team, the ISR must be exceedingly knowledgeable in company and competitor products and policies, industry changes, market conditions, and client business practices. The ISR uses daily phone contact, rather than face to face meetings, to build relationships and increase sales. The ISR must also work closely with the SA, including them in the work of the team.
Is this role right for you? In this role you will:
- Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;
- Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);
- Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
- Ensure regional events and road shows are well attended by using outbound call campaigns;
- Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
- Collaborate with the SA to determine priorities and tasks to be completed;
- Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
- Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;
- Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
- Participate in national, regional, departmental and project group meetings, sharing feedback and information;
- Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
- Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;
- Escalate client issues to appropriate department and your wholesaler; and
- Involved in special projects as required
- Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
- Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
- CSC or IFIC certification; CFP or CIM;
- Bilingual is an asset
- Minimum 5+ years of sales experience; and
- Minimum 5+ years of management experience and managing a territory
Location(s): Canada : Alberta : Calgary
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.
