Agile Funds is looking for an Inside Sales Representative to join their Toronto team. This position focuses on leveraging phone communication to enhance client relationships and drive sales.

In this role, you will work closely with the Wholesaler to produce sales and manage client accounts efficiently. Your ability to connect through phone outreach will help foster new relationships and maintain existing clients. An understanding of investment products and strong communication skills will be key components of your success.

Key Responsibilities:
• Support Wholesaler’s initiatives with follow-ups
• Conduct 20 daily client calls to initiate relationships
• Keep an accurate product information archive
• Drive client attendance at regional sales events
• Assist Sales Assistant in prioritizing tasks

Requirements:
• Bachelor’s degree in Commerce or Finance
• Required CSC or IFIC certification; CFP or CIM
• 5+ years of relevant sales experience
• Minimum 5 years of managing a territory
• Bilingual is an asset

Bring your sales expertise and strategic insights to thrive as an Inside Sales Representative at Dynamic Funds.
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📌 Inside Sales Representative Opportunity at Dynamic Funds (British Columbia)
🏢 Scotiabank
📍 British Columbia