Sales Associate, Dynamic Funds Montreal, QC
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Job Location:
Monthly Salary:
Posted on:
7 days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 244519
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 Canadas 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.
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 organizations 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.
Do you have the skills that will enable you to succeed in this roleWe would love to work with you if you have:
- 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.
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.
Required Experience:
IC
Key Skills
- Sales Experience
- Customer Service
- Organizational skills
- Communication skills
- Basic Math
- POS
- Retail Sales
- Merchandising
- Cash Handling
- Epic
- Planograms
- Stocking
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
