Join Dynamic Funds in Montreal as an Inside Sales Representative, where you will drive sales through proactive client engagement and support. This role emphasizes the importance of building relationships via phone communication and strategic outreach efforts. In this role, you will work collaboratively with wholesalers, assisting in both acquiring current clients and managing existing relationships.

A solid understanding of the financial products, along with market trends, will enable you to provide exceptional service while contributing to the firm’s growth. Key Responsibilities:
Follow up on meetings and events for client engagement
Make daily phone calls to clients to strengthen relationships




Archive all relevant product information for client communication
Prepare outbound campaigns to increase attendance at regional events
Partner with sales associates for effective task management Requirements:
Bachelor’s degree in a relevant field
Required certifications: CSC or IFIC
5 years of sales experience required
3 years in Financial Services Industry is essential
Outstanding bilingual communication skills in English and French Foster meaningful client connections and enhance your sales career at Agile Funds.

📌 Dynamic Funds Inside Sales Specialist Montreal
🏢 Scotiabank
📍 Montreal