Sales Associate Role With Dynamic Funds Montreal (Canada)

Sales Associate Role With Dynamic Funds Montreal (Canada)

28 Sep
|
Scotia Global Asset Management
|
Canada

28 Sep

Scotia Global Asset Management

Canada

Become part of the Energetic 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
Solid 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 (Canada)
🏢 Scotia Global Asset Management
📍 Canada

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