Regional Director, Internal Sales - Scotiabank, Montréal

About the Role

The Regional Director, Internal Sales for Dynamic Funds at Scotiabank in Montréal is a pivotal leadership position. This role focuses on guiding, supervising, and motivating internal sales representatives across Dynamic Funds' regional offices. The successful candidate will develop a robust coaching process centered sur le procédé de vente, la structure et les produits de Dynamique. This is a key opportunity pour développer les talents, assurer la cohérence des messages, et élargir les relations interentreprises avec les conseillères et conseillers et les courtiers à travers le pays. L'objectif principal est d'accroître les ventes, les parts de marché, et les actifs sous gestion de Fonds Dynamique, conformément aux Grands principes de vente.

Day-to-day Responsibilities

As the Regional Director, Internal Sales, you will be instrumental in guiding and developing our internal sales team. Your daily activities will span leadership, training, strategic planning, and client engagement, all aimed at driving sales growth for Dynamic Funds.

Team Leadership and Development

• Create and maintain coaching and mentorship programs pour les membres de l’équipe des ventes internes.
• Focus sur les initiatives de coaching, including one-on-one conversations, shadowing, and listening to calls.
• Conduct coaching sessions avec chaque membre de l’équipe to listen to, review, and discuss calls. Offer du coaching to improve sales conversations and propose targeted strategies.

Training, Onboarding, and Integration

• Participate in the training des personnes nouvellement embauchées, as part of their onboarding and integration.
• Welcome les nouveaux membres de l’équipe and help them conduct successful sales conversations.
• Understand Dynamic Funds' procédé de vente to explain it effectively. Create des programmes de formation à la vente covering the process, sales conversations, presentation skills, and product knowledge.

Strategic Planning and Execution

• Assist les membres de l’équipe des ventes internes in developing a strategic plan, including ideas from training initiatives, and review it frequently.
• Develop and implement des stratégies de vente pour stimuler product adoption and strengthen relationships avec les conseillères et conseillers.
• Align les activités de l’équipe avec les objectifs de distribution régionaux et nationaux.
• Collaborate avec les équipes des ventes sur le terrain, marketing, and product to optimize les campagnes and lead generation.
• Help les membres de l’équipe des ventes internes find des clients potentiels in their territory through strategic campaigns.
• Provide guidance pour atteindre les objectifs prévus (assets, revenue, profitability).

Communication and Skills

• Improve email writing skills based on standards outlined in training programs. Ensure les membres communicate clearly and persuasively, both orally and in writing, through active listening to client needs and personalizing sales pitches.

Performance Measurement

• Define les mesures de rendement clés au sein de l’équipe des ventes.
• Analyze les données sur le rendement, identify areas for improvement, and develop targeted strategies pour répondre aux besoins spécifiques de chaque représentant.
• Report sur le rendement de l’équipe, funnel development, and campaign effectiveness.

Coaching Standards

• Hold coaching sessions avec chaque membre de l’équipe to listen to, review, and discuss calls.
• Offer du coaching to improve sales conversations and propose targeted strategies.
• Review les rapports sur la gestion mensuelle des appels, les progrès des objectifs de vente versus last year, fund and broker penetration in each territory, and updates sur la segmentation and rotation.

Internal Collaboration

• Ensure excellent working relationships avec les autres services (product management, creative services, materials, co-op, IT, etc.).
• Stay up-to-date sur les produits de Dynamique.
• Inform wholesalers about coaching, training, and development initiatives.
• Work closely avec l’équipe des ventes to harmonize initiative execution across les divers territoires.

Client Engagement

• Supervise les appels à l’externe, les réunions virtuelles, and digital engagement strategies.
• Ensure consistent messaging and quality interactions pour les conseillères et conseillers financiers and retail banking services.
• Resolve les problèmes des clients that have been escalated and provide outstanding satisfaction.

Skills and Experience

To excel in this Regional Director, Internal Sales role, candidates should possess a strong foundation in finance, sales leadership, and a commitment to continuous development. We are looking for an individual qui can inspire and guide a high-performing team.

Education and Professional Experience

• University degree.
• Canadian Securities Course (CSC) and Chartered Investment Manager (CIM) designation.
• 5 years of experience in the field.

Required Competencies

• Extensive knowledge des mandats et des produits de Dynamique and Scotiabank.
• Sales-driven individual, determined à obtenir des résultats positifs.
• Experience en ventes dans le domaine de la gestion de fonds.
• Knowledge des entreprises et produits concurrents, as well as de l’industrie.
• Excellent interpersonal and presentation skills.
• Excellent communication, coaching, and analytical skills.
• Proficiency in corporate control rules and guidelines.

Working Conditions

• Standard office environment where hours are often irregular.
• Limited domestic travel.
• Bilingual proficiency in French and English is required, as the role involves regular interaction and collaboration avec des groupes et des personnes based in Toronto, and constant interaction avec d'autres personnes, including clients, speaking English locally and elsewhere.

About the Company

Dynamic Funds, a wholly-owned subsidiary of Scotiabank, is one of Canada's most reputable wealth management firms. Founded in 1957 as a small investment club, Dynamic Funds pioneered professional advice pour the general public. Today, it offers a vast range of products and services, providing access aux principaux secteurs, régions, catégories d’actif et méthodes de placement. This includes fixed and variable capital funds, tax-advantaged products, fee-based programs, and customized solutions destinées aux investisseurs bien nantis. Joining Scotiabank jobs means becoming part of a team that values unique skills and is committed to an inclusive and accessible environment for all Scotiabank careers.