Sales Associate

Scotiabank; Montreal; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking a Sales Administrative Specialist in Montreal. This role involves processing expense reports, managing contracts, and supporting the sales team to ensure compliance with policies. Ideal candidates will have a Bachelor's degree and strong attention to detail, alongside experience in relevant administrative tasks.

Qualifications

• Minimum Bachelor's degree required.
• CSC or IFIC certification preferable.
• Strong attention to detail with good organization.

Responsibilities

• Process expense reports and maintain business contracts.
• Work closely with Compliance and Sales Team.
• Coordinate activities with internal partners.

Skills

Attention to Detail

Thoroughness

Organization

Analyzing Information

Accounting

PC Proficiency

Data Entry Skills

General Math Skills

Education

Minimum Bachelor's degree in Commerce, Finance, Business Administration

CSC or IFIC certification

Job description

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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

As a Sales Administrative Specialist with Dynamic Funds, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM.

Sales Administrative Specialist support the Sales Team by completing expense reports in a timely manner, working closely with Compliance to ensure proper due diligence is maintained on events and works with vendors to coordinate completion of contracts.

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

• Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process;
• Charges expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries;
• Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained;
• Solicits contracts from vendors on behalf of Dynamic Sales:
• Creates and manages a contracts strategy;
• Works closely with Legal to ensure contracts are standardized and approved;
• Works closely with other Sales Associates to assist in in the overflow of work whenever necessary;
• Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary;
• Adapt to changing internal policies initiated by shifting trends within our industry;
• A strong sales acumen to learn, grow and develop within the team as an Inside Sales candidate within 2 years.
  

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

• Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
• CSC or IFIC certification preferable.
• Attention to Detail, Thoroughness, Organization, Analyzing Information , Accounting, PC Proficiency, Data Entry Skills, General Math Skills

'Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele'

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.