Sales Associate Role with Dynamic Funds (Montreal)

Sales Associate Role with Dynamic Funds (Montreal)

26 Sep
|
Scotia Global Asset Management
|
Montreal

26 Sep

Scotia Global Asset Management

Montreal

Become part of the Dynamic Funds team as a Sales Associate in Montreal, Quebec. Handle expense reporting, contract verification, and assist the Sales Team in enhancing productivity. As a Sales Associate at Energetic Funds, you will play an integral role in supporting the Sales Team's operational activities.

Your responsibilities will include processing expense reports and collaborating closely with compliance and legal teams. The position provides a pathway toward an Inside Sales Representative role for those eager to develop their sales skills. Key Responsibilities:

- Process and approve expense reports for Wholesalers
- Analyze documentation and assign appropriate G/L codes
- Ensure verification of spending limits and policies
- Negotiate and maintain vendor contracts
- Work alongside other departments to optimize sales efforts Requirements:
- Bachelor's degree in Finance, Commerce, or related area
- At least 1 year of relevant experience
- Strong analytical and detailed-oriented approach
- Proficient in data entry and computer applications
- Bilingual in English and French for effective communication Join Dynamic Funds in fostering client relationships while developing your career in sales.

📌 Sales Associate Role with Dynamic Funds (Montreal)
🏢 Scotia Global Asset Management
📍 Montreal

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