Strategic Inside Sales Specialist — Wealth Funds Growth

Scotiabank; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Dynamic Funds, a Scotiabank subsidiary headquartered in Toronto, invites an experienced Inside Sales Representative to join the sales team. You will generate sales, build new business, and service existing clients for Dynamic products using phone-based outreach rather than in-person meetings.

You will collaborate with the Wholesaler, maintain client data in the CRM, support regional events, and attend meetings with the wholesaler at least monthly.

Qualifications

• Bachelor's degree in Commerce, Finance or Business Administration.
• Certifications: CSC/IFIC and CFP or CIM.
• Bilingual is an asset.
• 5+ years of sales experience.
• 5+ years of management experience and territory ownership.

Responsibilities

• Supports the Wholesaler by following up on meetings, road shows, events and web casts.
• Initiates phone calls to develop new relationships and expand existing ones.
• Maintains CRM with product, policy and client data.
• Attends regional and monthly meetings with the wholesaler.
• Assists in defining priorities and tasks with the SA.
• Develops a strategic business plan and reviews it quarterly.

Skills

Sales experience

Relationship building

Communication skills

Strategic thinking

Education

Bachelor's degree in Commerce/Finance/Business Administration

CSC/IFIC certification; CFP or CIM

Tools

CRM (OOD)

Job description

Dynamic Funds, a Scotiabank subsidiary headquartered in Toronto, invites an experienced Inside Sales Representative to join the sales team. You will generate sales, build new business, and service existing clients for Dynamic products using phone-based outreach rather than in-person meetings.

You will collaborate with the Wholesaler, maintain client data in the CRM, support regional events, and attend meetings with the wholesaler at least monthly.