Title: Systemized Solutions Representative Requisition ID: 219718
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 qualified 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.
Is this role right for you? In this role you will:
Prepare all support materials for Investment Management Workshop (IMW)
Provide daily administrative and IMW support to the Vice President’s, Systemized Solutions
Ensure all IMW information is accurately recorded in Salesforce
Prepare all month end reporting
Provide miscellaneous administrative support to all members of the SST on an as needed basis
Participate in special projects when required
Follow up with IMW participants during the facilitation and transition phases of the IMW
Solicit feedback and offer support throughout the process
Keep current on trends, initiatives and regulatory changes that could impact the Advisor and their system
Keep the Dynamic ISR’s up to date on IMW progress with their advisors
Work with Advisor’s and their Staff on IMW implementation, including but not limited to, Morningstar Training when necessary
The SSR will approach their role from a team perspective ensuring their actions are ecological with both the VPSS and the Advisor’s that are participating in the Workshop
They will proactively engage with other SST members during conference calls and team meetings by offering feedback, suggestions and solutions designed to enhance our team and the Investment Management Workshop we facilitate
They will establish and maintain robust working relationships with all members of the Systemized Solutions Team and the broader based Dynamic Sales Teams with a solid emphasis on the SSR /ISR relationship
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
CSC or IFIC is required
CFA or CIM would be an asset
Minimum 3 years experience in an administrative or customer service role
Experience in a team environment
Record of progression into roles with increasing responsibility within the financial services industry;
Strong working knowledge of MS Office (Excel, Word, Powerpoint & Outlook) with an intermediate to advanced proficiency with Excel
Undergraduate degree in a related field such as business administration, commerce or finance, or equivalent work experience
We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible workplace 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.