Sales Associate, Dynamic Funds - Montreal, QC

Scotiabank; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Sales Associate to support the Sales Team by processing expense reports and managing contracts. The ideal candidate holds a Bachelor's degree in Commerce, Finance, or Business Administration, has at least one year of experience in the Financial Services Industry, and is fluent in both French and English. This role requires attention to detail, organizational skills, and proficiency in PC applications. Competitive compensation and a supportive work environment are offered.

Benefits

Inclusive work environment

Support for professional development

Qualifications

• Minimum 1 year of experience within the Financial Services Industry.
• Fluent in both French and English.

Responsibilities

• Process expense reports for Wholesalers and input information into the CRM.
• Analyze receipts and invoices for expense management.
• Solicit contracts from vendors and manage contracts strategy.
• Work with internal partners to coordinate activities.

Skills

Attention to Detail

PC Proficiency

Analysis

Organization

Data Entry Skills

Education

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

CSC or IFIC certification

Job description

Requisition ID: 244519

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.

The Sales Associate supports 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 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.
• Minimum 1 year of experience within the Financial Services Industry.
• Attention to Detail, Thoroughness, Organization, Analyzing Information, Accounting, PC Proficiency, Data Entry Skills, General Math Skills

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.

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.