Join Agile Funds as a Sales Associate and support the Sales Team by processing expense reports and managing vendor contracts. This role offers a pathway to an Inside Sales Representative position.

In this key role, you will maintain business contracts, verify CRM details, and complete timely expense reports for Wholesalers. By working closely with Compliance and other internal partners, you will ensure adherence to spending limits and streamline contract strategies. Your detail-oriented approach will play a crucial role in the success of the sales team.

Key Responsibilities:
• Process expense reports for Wholesalers with precision
• Maintain business contracts and ensure compliance
• Analyze receipts and charge expenses accurately




• Coordinate with vendors and internal partners
• Adapt to changing internal policies in finance

Requirements:
• Bachelor’s degree in Commerce, Finance, or Administration
• Preferably hold CSC or IFIC certification
• Strong organization and attention to detail
• Proficiency in PC and data entry skills
• Solid analytical and general math skills

Enhance your career with a sales-focused role at Dynamic Funds while contributing to effective financial solutions.
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📌 Sales Associate Role at Dynamic Funds (Alberta)
🏢 Scotiabank
📍 Alberta