Scotiabank

Regional Manager, Inside Sales - Dynamic Funds - Montreal, QC

Scotiabank$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • University Degree
  • Canadian Securities Course and CIM Designation
  • 5 years industry-related experience
  • Strong knowledge of financial products and the asset management landscape
  • Excellent communication and analytical skills

Responsibilities

  • Coach and mentor Inside Sales Representatives (ISRs) to enhance their sales skills and strategies.
  • Develop and implement training programs for new hires during their onboarding process.
  • Collaborate with ISRs to create strategic sales plans for territory penetration and product adoption.
  • Align team efforts with broader national and regional sales goals.
  • Conduct performance analysis to identify improvement areas and tailor coaching strategies accordingly.
  • Maintain effective communication and collaboration with internal departments to support sales initiatives.
  • Oversee client engagement through calls and virtual meetings, ensuring quality interactions.

Benefits

  • Inclusive and accessible work environment
  • Support for professional development and training opportunities
  • Opportunity to work collaboratively across departments
  • Engagement with a leading wealth management firm
  • Experience in a dynamic sales environment with a focus on personal and team growth.
Full Job Description
Requisition ID: 243830

The Regional Manager, Inside Sales is directly responsible for coaching, supervising, and motivating all Inside Sales Representatives (ISRs) within Dynamic's regional offices. The Regional Manager will build and maintain a coaching process focused around the Dynamic sales process, structure and products. This role is crucial for developing talent, ensuring consistent messaging, and broadening B2B relationships with financial advisors and brokers across the country. The end goal being increased sales, market share and assets under management within Dynamic Funds in accordance with Global Sales Principles.

Is this role right for you? In this role you will:

Team Leadership & Development
  • Maintain and develop coaching/mentorship programs for the Inside Sales team (ISRs). Prioritize coaching initiatives, specifically focused on conducting one-on-one coaching conversations, job shadowing and listening to calls.
  • Personal coaching sessions with each ISR to listen, discuss, and review calls. Coaching to develop better sales conversations and focused strategies.


Training and Onboarding
  • Assist in the development and training of new hires, as part of onboarding.
  • Onboarding new ISR's and helping develop successful sales conversations will be a key responsibility of the role.
  • Understand and effectively communicate the Dynamic sales process. Develop sales training programs around process, sales conversations, presentation skills, and product knowledge.


Strategic Planning and Execution
  • Assist ISR's in developing a strategic plan, including ideas/concepts from training initiatives which is consistently reviewed.
  • Develop and implement sales strategies to drive product adoption and deepen advisor relationships.
  • Align team activities with national and regional distribution objectives.
  • Partner with field sales, marketing, and product teams to optimize campaigns and lead generation.
  • Helping ISR's penetrate prospects within their territory through strategic campaigns.
  • Provide direction in helping to attain designated business goals (assets, revenue, profitability).


Communication and Proficiency
  • Increase email proficiency based on the standards provided within training programs. Mastery in clear, persuasive verbal and written communication, including active listening to understand customer needs and tailor sales pitches effectively.

Performance Measurement
  • Look for opportunities to identify key measures of performance within the Sales team.
  • Analyze performance data, identify areas for improvement, and develop targeted coaching strategies to address specific needs of individual sales representatives.
  • Report on team performance, pipeline development, and campaign effectiveness.

Coaching Standards
  • Personal coaching sessions with each ISR to listen, discuss, and review calls.
  • Coaching to develop better sales conversations and focused strategies.
  • Review reporting on monthly call management, YTD progress towards sales goals, Fund and Dealer penetration within each territory, and Segmentation and rotation updates.


Internal Collaboration
  • Ensure a strong working relationship between other departments (i.e. Product Managers, Creative Services, Materials, Co-op, Computer Tech).
  • Keep update with product information at Dynamic.
  • Keep wholesalers informed of coaching, training, and development.
  • Work closely with Sales team to ensure alignment and execution of initiatives within the Territories.


Client Engagement
  • Oversee outbound calling efforts, virtual meetings, and digital engagement strategies.
  • Ensure consistent messaging and high-quality interactions with financial advisors and retail partners.
  • Resolve escalated client issues and ensure high levels of satisfaction.


Education and Professional Experience:
  • University Degree
  • Canadian Securities Course and CIM Designation
  • 5 years industry-related experience


Do you possess the skills that will enable you to succeed in this role? We would be happy to work with you if you meet the following requirements:

  • High level of knowledge of Dynamic and Scotia mandates and products
  • Sales oriented individual motivated in driving positive results
  • Sales and industry experience within the Asset Management landscape
  • Knowledge of competitive firms and products, along with industry insights
  • Strong interpersonal and presentation skills
  • Excellent communication, coaching, and analytical skills
  • Definitive understanding of Business Controls rules and guidelines


Working Conditions:
Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SGAM

Location(s): Canada : Quebec : Montreal

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

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Learn more about Scotiabank
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