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Business Development, Wholesaler, Edmonton
Location:
Calgary
Description:
Requisition ID: 196310 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 of Job: Reporting directly to the Regional Vice President, the key responsibility of the Wholesaler is to generate sales and develop new business along with servicing and managing existing clients about Dynamic products and services. In addition, the role will provide leadership and mentoring support to the Inside Sales Representative that is assigned to the territory. The individual is also expected to perform all follow-up duties for their own activities with support from the Sales Associate responsible for servicing the territory. Is this role right for you? In this role you will: Arranges one-on-one, group and/or branch meetings with financial advisors to promote company products; Maintain and service an extensive contact/client/prospect list with the aid of the sales team; Generates and develops new business relationships; Performs all follow-up service commitments for their own activities; Service advisors on new products through presentations, branch meetings and road shows; Works extensively and within a team environment to meet and/or exceed company sales objectives (sales rep & sales associate); In consultation with the incumbent wholesaler, develops a combined strategic plan for each quarter to increase sales from advisors within the territory; Territory management, overview and planning, are key to ensure. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 13 on ListedBuy
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More About this Listing: Business Development, Wholesaler, Edmonton
Business Development, Wholesaler, Edmonton is a Sales BD Job at Scotiabank located in United States. Find other listings like Business Development, Wholesaler, Edmonton by searching Oodle for Sales BD Jobs.
Business Development, Wholesaler, Edmonton is a Sales BD Job at Scotiabank located in United States. Find other listings like Business Development, Wholesaler, Edmonton by searching Oodle for Sales BD Jobs.