Support Energetic Funds sales operations in Montreal by managing expense reports, contracts, and CRM verification. French and English communication are required.

This Sales Associate supports Wholesalers and the Sales Team within Dynamic Funds, a Scotiabank subsidiary. You will coordinate with Compliance, Legal, vendors, and internal partners. The work includes accounting, data entry, organization, analysis, and PC proficiency while maintaining sales policies and procedures.

Key Responsibilities:

- Complete Wholesaler expense reports and initiate approval workflows
- Analyze receipts, invoices, G/L codes, and cost centers
- Verify spending limits under Dynamic Sales Policies and Procedures
- Solicit vendor contracts and manage contract strategies




- Coordinate activities with Compliance, Legal, and internal partners

Requirements:

- Bachelor’s degree in Commerce, Finance, or Business Administration
- Minimum one year within the Financial Services Industry
- Attention to detail, thoroughness, and strong organization
- Accounting, data entry, general math, and PC proficiency
- French and sufficient English for regular collaboration

Apply sales acumen, financial services experience, and contract coordination skills as a Dynamic Funds Sales Associate in Montreal.

📌 Dynamic Funds Sales Operations Associate (Canada)
🏢 Scotiabank
📍 Canada