Inside Sales Representative, Dynamic Funds - Montreal, QC

Scotiabank; Montreal (administrative region); On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial institution is seeking an Inside Sales Representative to support sales efforts and manage client relationships in Montreal, QC. The ideal candidate will have at least 5 years of sales experience and strong communication skills in both English and French. Responsibilities include initiating contact with clients, supporting the sales team, and ensuring effective attendance at events. This position is crucial for driving sales and enhancing client connections within the financial sector.

Qualifications

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

Responsibilities

• Support the Wholesaler by following up on client interactions.
• Initiate phone contact with clients to expand relationships.
• Ensure attendance at regional events and road shows.
• Collaborate with the SA to set priorities and tasks.
• Create and share marketing content with advisors.

Skills

Sales experience

Communication skills

Collaboration

Knowledge of financial products

Education

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

CSC or IFIC certification

Job description

Title: Inside Sales Representative, Dynamic Funds - Montreal, QC

Requisition ID: 241180

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

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.

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.

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.