Elevate your career as a Sales Associate at Dynamic Funds in Montreal, QC, where youll support the Sales Team and gain invaluable experience. Your role includes processing expense reports and managing contracts to ensure compliance.

Dynamic Funds, a subsidiary of Scotiabank, seeks a dedicated Sales Associate. In this role, you will assist in maintaining business contracts and verifying CRM details. The ideal candidate will demonstrate strong attention to detail, organization, and proficiency in financial systems. This position is a stepping stone towards an Inside Sales Representative role.

Key Responsibilities:
• Process expense reports for Wholesalers with accuracy
• Analyze receipts and charge expenses to correct G/L codes




• Verify adherence to Dynamic Sales Policies and Procedures
• Solicit and manage contracts from vendors
• Collaborate with internal partners for operational efficiency

Requirements:
• Bachelor’s degree in Commerce, Finance, or Business Administration
• Minimum 1 year in Financial Services
• Attention to detail in financial documentation
• Strong organizational and analytical skills
• Bilingual in French and English for effective communication

Develop valuable sales and organizational skills in this pivotal role at Agile Funds.
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📌 Sales Associate Position with Dynamic Funds (Montreal)
🏢 Scotiabank
📍 Montreal