Support Dynamic 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 Energetic 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 solid 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 Agile Funds Sales Associate in Montreal.

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📌 Dynamic Funds Sales Operations Associate Montreal
🏢 Scotiabank
📍 Montreal