Sales Associate, Dynamic (Montreal, QC) Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.

Energetic

Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs As a Sales Associate with Dynamic Funds, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM.

The Sales

Associate supports the Sales Team by completing expense reports in a timely manner, working closely with Compliance to ensure proper due diligence is maintained on events and works with vendors to coordinate completion of contracts. Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process

- Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained




- Solicits contracts from vendors on behalf of Dynamic Sales: Works closely with Legal to ensure contracts are standardized and approved
- Works closely with other Sales Associates to assist in in the overflow of work whenever necessary
- Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary
- Adapt to changing internal policies initiated by shifting trends within our industry
- A strong sales acumen to learn, grow and develop within the team as an Inside Sales candidate within 2 years.

Minimum

Bachelors degree in a field such as Commerce, Finance, Business Administration

- Attention to Detail, Thoroughness, Organization, Analyzing Information , Accounting, PC Proficiency, Data Entry Skills, General Math Skills In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

📌 Sales Associate, Dynamic (Montreal, QC)
🏢 Scotiabank
📍 Montreal