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 skilled 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 programsPurpose 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.
The Dynamic Onboarding ExperienceLead the design of the Onboarding experience based on roles – Executive VPs/Management, Wholesalers, Sales Representatives, Sales Associates, Business SolutionsAccountable for the planning and execution of the onboarding experience. This includes Marketing, Business Solutions, Compliance, Business Controls, and the Investment Distribution ManagersWork in collaboration with the Sales Management Team to onboard new members of the Sales TeamEnsure that new members of the Sales Team are onboarded according to our ‘Welcome to Dynamic’ Onboarding ProgramContinuously 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.



creation of current 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: Leverage technology to enhance the onboarding experienceEnsure contributing departments and individuals understand the purpose, structure, and importance of our sales enablement applicationsWork 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 applicationsSales Enablement Facilitator for Dynamic in-person EventsThis role is at the centre of our Dynamic in-person event planning and execution. Events include Dynamic Lives, Due Diligences, and National Sales MeetingsPartner with upper management to obtain their vision and agenda for eventsCollaborate with departments responsible for execution of events – Business Controls, Compliance, Marketing, Global Events ManagementReport progress and open feedback loop to execute effectivelyEnsure contingency plans are in place, communicated,



and implemented when necessaryAssist onsite at in-person eventsResponsible 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 preferredMinimum 3+ years of experience in the financial services, asset management and mutual fund industryMinimum 3+ years experience with onboarding and sales training coordinationPrevious experience with corporate training initiatives and / or adult education is preferredCompletion of industry recognized professional designations in project management, sales training, operational management and coordination or related experienceSelf-starter with strong analytical and interpersonal skillsAbility to build strong relationships and work with cross-functional teamsExcellent written and oral communication skills, including instructional, facilitation and presentation skillsProven ability to function in a fast-paced environment as evidenced by strong time-management, project management and organizational skillsPossess extensive knowledge of Mutual Funds, ETF’s, Liquid Alternatives, Private Pools, Hedge Funds and The Investment Management Industry in generalExperience with sales enablement platforms such as Allego, Seismic, and Salesforce is preferredIntermediate to Expert level understanding of Office 365 applications (Excel, PowerPoint, Word, OneNote) is requiredWe 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.

📌 Head of Sales (Winnipeg)
🏢 Scotia
📍 Winnipeg