Sales Associate, Dynamic (Montreal, QC)

Scotia Global Asset Management; Montreal (administrative region); On-site; CAD 42,000 - 52,000; Full time

Job summary

Scotia Global Asset Management in Montreal is seeking a Sales Associate to support the Sales Team by processing expense reports, maintaining contracts, and validating CRM data. You will work closely with Compliance and vendors to ensure proper due diligence and contract standardization.

The role offers a path to Inside Sales within two years and requires a Bachelor’s degree with English/French proficiency. Located in Montreal, the role involves collaboration with teams across Toronto and other

Qualifications

• Minimum a Bachelor’s degree in Commerce, Finance, Business Administration.
• CSC or IFIC certification preferable.
• Minimum 1 year experience in Financial Services.

Responsibilities

• Process expense reports for Wholesalers by collecting receipts and entering data into CRM.
• Charge expenses to correct G/L codes and cost centers and record entries.
• Verify compliance with Dynamic Sales Policies and Spending limits.
• Solicit contracts from vendors and coordinate with Dynamic Sales.
• Create and manage a contracts strategy with legal alignment.
• Collaborate with Sales Associates and internal teams to balance workload.
• Coordinate with Compliance, Product Management, Marketing and Mail Distribution as needed.
• Adapt to changing internal policies and industry trends.
• Develop strong sales acumen to grow into Inside Sales within 2 years.

Skills

Attention to Detail

Thoroughness

Organization

Analyzing Information

Accounting

PC Proficiency

Data Entry Skills

General Math Skills

Education

Bachelor's degree in Commerce/Finance/Business Administration

Certifications: CSC or IFIC preferable

Job description

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, 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.
At Dynamic 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.

Education, Professional Experience, Certifications And Skills Required

• 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.
#SGAM
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.