Agile Funds seeks a Sales Associate to strengthen our Sales Team by managing expense reports and maintaining contracts. This role is a stepping stone toward becoming an Inside Sales Representative.

As a Sales Associate, you will focus on processing expense reports, collaborating with Compliance, and verifying details in CRM systems. Your responsibilities include ensuring expenditure compliance, managing contracts, and adapting to internal policy changes. This role provides a vital learning experience for aspiring Inside Sales Representatives.

Key Responsibilities:
• Complete accurate expense reports for Wholesalers
• Manage and uphold business contracts effectively
• Verify spending limits as per Dynamic Sales Policies




• Solicit and standardize contracts with vendors
• Collaborate with internal teams to coordinate tasks

Requirements:
• Minimum Bachelor’s degree in relevant fields
• CSC or IFIC certification preferred but not mandatory
• Excellent attention to detail and organizational skills
• Proficient in PC usage and data entry
• Capable of analyzing information and performing math

Seize this opportunity to develop skills within the finance industry at Dynamic Funds.
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📌 Dynamic Funds Sales Associate Opening (Alberta)
🏢 Scotiabank
📍 Alberta