Inside Sales Representative, Dynamic Funds - Montreal, QC

Scotiabank; Montreal; On-site; CAD 50,000 - 75,000; Full time

Job summary

A leading financial institution seeks an Inside Sales Representative for its Dynamic Funds division in Montreal. This role entails engaging with clients to increase product sales and managing existing relationships while working closely with wholesalers to meet sales targets. Ideal candidates will possess a strong background in sales and financial services, along with fluency in English and French.

Qualifications

• Minimum 5 years of sales experience.
• Minimum of 3 years in Financial Services Industry.
• Fluency in English and French.

Responsibilities

• Supports the Wholesaler by following up on meetings and events.
• Initiates phone contact with clients to build relationships.
• Data mines and populates the CRM system with relevant information.

Skills

Communication

Sales

Collaboration

Education

Bachelor’s degree in Commerce, Finance, or Business Administration

CSC or IFIC certification

Job description

Inside Sales Representative, Dynamic Funds - Montreal, QC

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Requisition ID: 228137

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

Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.

The world of inside sales is changing. Digital technology and online meetings have shifted the way we conduct business in terms of accessing information, accessing our clients, and accessing results. However, building and developing new relationships still requires making a professional connection and the fundamental art of conversation.

The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products.

As a vital member of the sales team, the ISR must be exceedingly knowledgeable in company and competitor products and policies, industry changes, market conditions, and client business practices. The ISR uses daily phone contact, rather than face to face meetings, to build relationships and increase sales. The ISR must also work closely with the SA, including them in the work of the team.

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

• Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;
• Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);
• Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
• Ensure regional events and road shows are well attended by using outbound call campaigns;
• Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
• Collaborate with the SA to determine priorities and tasks to be completed;
• Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
• Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;
• Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
• Participate in national, regional, departmental and project group meetings, sharing feedback and information;
• Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
• Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;
• Escalate client issues to appropriate department and your wholesaler; and
• Involved in special projects as required
• Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory
  
  

Skills

Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:

• Bachelor’s degree in a field such as Commerce, Finance, Business Administration.
• CSC or IFIC certification.
• Minimum 5 years of sales experience .
• Minimum of 3 years Financial Services Industry experience
• Super collaborator with impeccable communications skills in English and French.
  
  

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.”

Location(s): Canada : Quebec : Montreal

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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