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. 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. 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 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 new members of the Sales Team are onboarded according to our 'Welcome to Dynamic' Onboarding Program 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. creation of new territories as we continue to grow our sales team, sales reporting, access to technology as IT requirements change.

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

Sales Enablement Applications:



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 Energetic 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 Responsible for the coordination on education and training events with the sales team working closely with the Director, Sales Enablement. 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 Proven ability to function in a fast-paced environment 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

📌 Head of Sales, Asset Management (Toronto)
🏢 Scotiabank
📍 Toronto