Sales Associate - Calgary

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

Job summary

Dynamic Funds, a Scotiabank subsidiary, is seeking an Inside Sales-focused Sales Associate to process expense reports, manage contracts, and verify CRM details. The role supports the Sales team and coordinates with Compliance and Legal to ensure due diligence and compliant contracts.

The ideal candidate has a related Bachelor's degree and certifications such as CSC or IFIC, with strong attention to detail, accounting, and data entry skills.

Qualifications

• Bachelor's degree in Commerce, Finance, or Business Administration.
• CSC or IFIC certification preferable.
• Attention to detail, thoroughness, organization, accounting, data entry, and math skills.

Responsibilities

• Process expense reports and maintain business contracts in CRM.
• Verify details in CRM and coordinate with Compliance for due diligence.
• Support Sales Team by timely completion of expense reports and vendor contract coordination.
• Assist in vendor contracts, ensuring standardization and approvals with Legal.
• Develop skills toward Inside Sales Representative role within two years.

Skills

Attention to Detail

Thoroughness

Organization

Analyzing Information

Accounting

PC Proficiency

Data Entry

General Math

Education

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

CSC or IFIC certification preferable

Tools

CRM

Job description

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Requisition ID: 271869

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 Associatewith 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.

AtDynamic 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 successfully 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:

• 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 to enable you to be successful 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

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.