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 Sales Enablement Department is a vibrant part of Dynamic that interacts with multiple teams, departments, and individuals across the company.

The primary role of the Manager, Sales Enablement will be to ensure our onboarding and sales training programs are delivered with the highest standard of consistency and professional excellence.

What you will be doing:

The Dynamic Onboarding Experience

Lead the design of the Onboarding experience based on roles – Executive VPs/Management, Wholesalers, Sales Representatives, Sales Associates, Business Solutions

Accountable for the planning and execution of the onboarding experience. This also includes offboarding, promotions internally, and migrations when employees move laterally.

Involves stakeholders in departments across Dynamic when necessary for awareness and feedback with respect to improvements/enhancements concerning onboarding. This includes Marketing, Business Solutions, Compliance, Business Controls, and the Investment Distribution Managers

Work in collaboration with the Sales Management Team to onboard new members of the Sales Team

Ensure that current members of the Sales Team are onboarded according to our ‘Welcome to Dynamic’ Onboarding Program

Continuously enhance the onboarding experience based on feedback and industry best practices.





Acts as a consultant on special projects that impact the onboarding experience and takes on the role of project lead, bringing all parties together and communicating back to upper management. This includes but is not limited to; creation of new territories as we continue to grow our sales team, sales reporting, access to technology as IT requirements change.

Builds relationships across a range of departments that touch onboarding, necessary for problem solving and troubleshooting.

Make recommendations to the Director, Sales Enablement that can enhance our Onboarding Process.

Sales Enablement Applications: Leverage technology to enhance the onboarding experience

Ensure contributing departments and individuals understand the purpose, structure, and importance of our sales enablement applications

Work with contributing departments to ensure that the appropriate content is added in a timely, appropriate, and accurate manner on the type, nature, and structure of content to be included in our sales enablement applications

Sales Enablement Facilitator for Dynamic in-person Events

This role is at the centre of our Dynamic in-person event planning and execution. Events include Dynamic Lives, Due Diligences, and National Sales Meetings

Partner with upper management to obtain their vision and agenda for events

Collaborate with departments responsible for execution of events – Business Controls, Compliance, Marketing, Global Events Management

Report progress and open feedback loop to execute effectively

Ensure contingency plans are in place, communicated, and implemented when necessary

Assist onsite at in-person events





Responsible for the coordination on education and training events with the sales team working closely with the Director, Sales Enablement.

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

Business, marketing, education, training and / or HR experience is strongly preferred

Minimum 3+ years of experience in the financial services, asset management and mutual fund industry

Minimum 3+ years experience with onboarding and sales training coordination

Previous experience with corporate training initiatives and / or adult education is preferred

Completion of industry recognized professional designations in project management, sales training, operational management and coordination or related experience

Self-starter with strong analytical and interpersonal skills

Ability to build strong relationships and work with cross-functional teams

Excellent written and oral communication skills, including instructional, facilitation and presentation skills

Proven ability to function in a fast-paced workplace as evidenced by strong time-management, project management and organizational skills

Possess extensive knowledge of Mutual Funds, ETF’s, Liquid Alternatives, Private Pools, Hedge Funds and The Investment Management Industry in general

Experience with sales enablement platforms such as Allego, Seismic, and Salesforce is preferred

Intermediate to Expert level understanding of Office 365 applications (Excel, PowerPoint, Word, OneNote) is required

Location(s): Canada : Ontario : Toronto

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.

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📌 Manager, Sales Enablement (Winnipeg)
🏢 Socket.dev
📍 Winnipeg