Sales Associate, Dynamic Funds - Montreal, QC

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

Job summary

A leading Canadian financial institution is seeking a Sales Associate to process expense reports and manage business contracts. The ideal candidate will have a Bachelor's degree in Commerce, Finance, or Business Administration, and at least 1 year of experience in the Financial Services industry. Proficiency in English and French is required for collaborating with teams across locations. This role demands attention to detail and strong organizational skills to support the Sales team effectively.

Qualifications

• Minimum 1 year of experience within the Financial Services Industry.
• Must have sufficient knowledge of English.

Responsibilities

• Completing expense reports for Wholesalers.
• Analyzing receipts and invoices to charge expenses correctly.
• Verifying compliance with sales policies and procedures.
• Soliciting contracts from vendors.
• Creating and managing contracts strategy.
• Coordinating with Legal for contract approvals.
• Supporting other Sales Associates as needed.

Skills

Attention to Detail

Thoroughness

Organization

Analyzing Information

Accounting

PC Proficiency

Data Entry Skills

General Math Skills

Education

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

CSC or IFIC certification

Job description

Title: Sales Associate, Dynamic Funds - Montreal, QC

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.

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.