Sales Associate

Scotiabank Global Site; Vancouver; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Canada is seeking a Sales Associate to manage expense reports and vendor contracts at their Vancouver office. The ideal candidate should possess a Bachelor's degree and have strong attention to detail and analytical skills. This role provides opportunities for growth and professional development within the company.

Qualifications

• A minimum Bachelor's degree is required.
• CSC or IFIC certification is preferable.
• Attention to detail and organizational skills are critical.

Responsibilities

• Complete expense reports for Wholesalers.
• Charge expenses to correct G/L codes and cost centers.
• Solicit contracts from vendors on behalf of Dynamic Sales.
• Collaborate with other Sales Associates as needed.
• Adapt to changing internal policies.

Skills

Attention to detail

Analytical skills

Organizational skills

Data entry

General math skills

Education

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

CSC or IFIC certification

Job description

Overview

Requisition ID: 238059

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 Associate 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 coordinating with vendors to complete contracts.

At Dynamic Funds we strive to beat the market, not be the market, by encouraging opinions and creativity that allow our employees to deliver to their full potential. The ideal candidate will perform these tasks as a learning opportunity to become a candidate for an Inside Sales Representative position within a few years.

Is this role right for you

In this role you will:

• Complete expense reports for Wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the workflow approval process.
• Charge expenses to correct G/L codes and cost centers by analyzing receipts and invoices; record entries.
• Protect the organization’s value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained.
• Solicit contracts from vendors on behalf of Dynamic Sales.
• Create and manage a contracts strategy.
• Work closely with Legal to ensure contracts are standardized and approved.
• Collaborate with other Sales Associates to assist with overflow of work when necessary.
• Coordinate with internal partners including Compliance, Product Management, Marketing, and Mail Distribution as needed.
• Adapt to changing internal policies initiated by shifting trends within the industry.
• Develop strong sales acumen to learn, grow, and progress within the team as an Inside Sales candidate within 2 years.

Qualifications

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• Minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration.
• CSC or IFIC certification preferable.
• Attention to detail; thoroughness; organizational and analytical skills; accounting proficiency; data entry; general math skills.

Location

Location(s): Canada: British Columbia: Vancouver

Employment Details

Employment Type: Full Time

Experience: years

Vacancy: 1

Additional Information

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.

Required Experience

IC