City : Toronto, ON, CA, M5H 0B4

Category : Financial Specialists

Industry : Finance

Employer : Scotiabank

Requisition ID: 174010

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

The Dynamic Sales Enablement Department is a vibrant part of Dynamic Funds 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 Manager will report to the Director, Sales Enablement and is responsible for the successful implementation, delivery, and maintenance of:

•    The Dynamic Onboarding Experience
•    Our suite of Sales Enablement Applications; and 
•    Our Sales Training and Development Programs

Key Responsibilities:

The Dynamic Onboarding Experience

• Work 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
• Whenever possible, make recommendations to the Director that can enhance our Onboarding Process 

Sales Enablement Applications:  Administration, Coordination, and Curation
Administration

• Ensure our suite of sales enablement applications maintain their organizational excellence and structural integrity
• Add and / or remove contacts and content as required

Coordination

• 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

Curation

• Monitor our sales enablement applications to ensure the content is appropriate, timely, and accurate
• Make suggestions, as necessary and appropriate, to the various stakeholders and contributing departments on the type, nature, and structure of content to be included in our sales enablement applications

Sales Enablement Applications 

• Seismic
• Allego
• Salesforce

Sales Training Coordination 
Responsible for the creation, delivery, and maintenance of our internal applications training programs

• Allego
• Seismic
• Salesforce

• Partner with internal or external subject matter experts, including internal learning partners where applicable, to create and / or deliver our internal training and development programs
• Facilitate and / or deliver our Internal Sales Applications Training Programs 

National Sales Meeting:  Administration and Organization

• The Sales Enablement Team will assist with the organizational aspects of the National Sales Meeting, as listed below:
• Speakers – coordinate date, time and availability
• Content – obtain PPT’s
• Work with the organizers / events team on administrative aspects of the NSM

PowerPoint Presentations

• Create PowerPoint presentations as required by the Senior Management Team

Skills and Experience:

•    Post-secondary education in one or more of the following areas: 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 environment as evidenced by strong time-management, project management and organizational skills
•    Posseses 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
•    Bilingual (English/French) is an asset
 

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.