Sales Associate, Dynamic (Montreal, QC)

Scotiabank•Montreal, QC

9d•Onsite

About The Position

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.

Requirements

Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration
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
Sufficient knowledge of English in addition to French

Nice To Haves

CSC or IFIC certification preferable

Responsibilities

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