Use phone-based selling and investment product knowledge to grow Dynamic Funds business. This Toronto-headquartered team serves clients through daily conversations and digital outreach.

As an Inside Sales Representative, you will support the Wholesaler, develop current client relationships, and manage existing Agile Funds clients. You will monitor products, policies, market conditions, and industry changes while collaborating with the SA. The work combines prospecting, client servicing, territory development, and sales support across distribution channels.

Key Responsibilities:
Prospect and develop new client relationships within assigned territories
Initiate daily client calls to expand existing relationships
Follow up promptly on meetings, road shows, events,



and webcasts
Populate the CRM with information from calls and surveys
Support client segmentation and annual strategic business planning

Requirements:
Bachelor's degree in Commerce, Finance, or Business Administration
CSC or IFIC certification; CFP or CIM
Minimum five years of sales experience
Minimum five years of management and territory management experience
Bilingual ability is an asset

Bring investment knowledge, phone-based relationship building, and territory sales experience to Energetic Funds inside sales.

📌 Investment Funds Inside Sales Representative Vancouver
🏢 Scotiabank
📍 Vancouver