Strategic Inside Sales Rep - Wealth Management

Scotiabank; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Vancouver is seeking an Inside Sales Representative to generate sales and manage client relationships. The ideal candidate should have at least 5 years of sales and management experience, a Bachelor's degree in a relevant field, and excellent communication skills. This role involves significant client interaction through phone calls and participation in team strategy meetings. Competitive compensation and a supportive work environment are offered.

Qualifications

• Minimum 5+ years of sales experience.
• Minimum 5+ years of management experience.
• Bilingual is an asset.

Responsibilities

• Generate sales and develop new business.
• Service and manage existing clients.
• Make daily Purchase and Redemption calls.

Skills

Sales experience

Client relationship management

Communication skills

Market knowledge

Team collaboration

Education

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

CSC or IFIC certification

CFP or CIM certification

Tools

CRM systems

Job description

A leading financial services firm in Vancouver is seeking an Inside Sales Representative to generate sales and manage client relationships. The ideal candidate should have at least 5 years of sales and management experience, a Bachelor's degree in a relevant field, and excellent communication skills. This role involves significant client interaction through phone calls and participation in team strategy meetings. Competitive compensation and a supportive work environment are offered.