Sales Associate

Requisition ID: #

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 Specialists 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 working with vendors to coordinate completion of contracts.

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

1. Complete expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the workflow approval process;
2. Charge expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries;
3. Protect the organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained;
4. Solicit contracts from vendors on behalf of Dynamic Sales;
5. Create and manage a contracts strategy;
6. Work closely with Legal to ensure contracts are standardized and approved;
7. Assist other Sales Associates in the overflow of work whenever necessary;
8. Coordinate activities with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution;
9. Adapt to changing internal policies initiated by shifting trends within our industry;
10. Develop strong sales acumen to grow 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:

1. Minimum Bachelor's degree in a field such as Commerce, Finance, Business Administration;
2. CSC or IFIC certification preferable;
3. 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 communicate in English in addition to French because they will serve an 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.