Overview
VP, Business Development – Systemized Solutions Jobs in Montréal – Quebec at Knewin
Title: VP, Business Development – Systemized Solutions
Company: Knewin
Location: Montréal – Quebec
Category: Finance & Banking, Sales
Requisition :182811
DynamicFunds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.DynamicFunds 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
DynamicFunds is currently looking for a Vice President, Business Development – Systemized Solutions to join theDynamicNational Sales Team and facilitate ourinnovativeInvestment Management Workshop.
Are you someone who …
Enjoyschallengingthe 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 joinDynamic’s energetic and highly regarded Systemized Solutions Sales Team?
Work with some of Canada’s most successful and well-respected Investment Advisors?
Dive into a role whereinnovationmeets tradition and your work directly impacts the success of those advisors and their clients?
AsDynamic’s newest VP, Business Development – Systemized Solutions you will have 3 primary responsibilities.
1. Prospecting
The successful VPSS candidate must possess the ability to prospect, qualify and enroll advisors in the Investment Management Workshop.
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.
To that end, the successful candidate will facilitate the Workshop according to the IMW Agenda while ensuring that each experience is unique to that participant.
3. Administration
The successful VPSS candidate must possess strong administrative, organizational, and time management skills.
These skills will be critical to the candidate’s ongoing success in this role.
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
Goal-oriented and growth-focused, 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 valuescollaboration, feedback, andcontinuous 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 ofmodernportfolio theory, asset allocation, risk management, and financial planning
3 to 5 years of proven experience in fi…
