Sales Associate, Vancouver

Scotiabank; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Vancouver is seeking a Sales Associate for its Dynamic Funds division. The successful candidate will handle expense reports, maintain contracts, and support the Sales Team. Requires a Bachelor’s degree in Commerce, Finance, or Business Administration, along with attention to detail and organizational skills. This role provides opportunities for growth into an Inside Sales Representative position within two years. Join a dynamic team committed to exceeding market expectations.

Qualifications

• Bachelor's degree in Commerce, Finance, or Business Administration is required.
• CSC or IFIC certification is preferable.
• Strong attention to detail and organizational skills are critical.

Responsibilities

• Complete expense reports for wholesalers by scanning receipts and inputting data into CRM.
• Charge expenses to correct G/L codes and cost centers by analyzing invoices.
• Solicit contracts from vendors and manage a contracts strategy.

Skills

Attention to detail

Organization

General math skills

PC proficiency

Data entry skills

Education

Bachelor’s degree in Commerce, Finance, Business Administration

CSC or IFIC certification

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 Funds, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM. The Sales Administrative Specialist 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 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.

In this role you will:

• Complete expense reports for wholesalers by collecting and scanning receipts, inputting any 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.
• Work closely with other Sales Associates to assist in the overflow of work when necessary.
• Work 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.
• Show 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 Bachelor’s 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 Dynamic Funds, 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.