Sales Associate – Montreal

Requisition ID: 167788

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada’s most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales. In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.

Today’s modern workplace demands new types of creative thinking in maintaining sales expectations. As a Dynamic Sales Associate (SA), you will have the opportunity to learn about our products and industry, participate in the growth of sales and develop your own personal and business skills.

A Sales Associate works closely with Dynamic Wholesalers and Inside Sales Representatives to complete a variety of administrative tasks. Multi-tasking, adaptability, attention to detail, prioritization and effective communication are the key attributes one must possess to be successful in the role complimented by 1 year of experience within the Financial Services Industry.

Responsibilities:

• Complete monthly expense reports in a timely manner, including categorizing, and itemizing all receipts.
• Resourcefulness and the ability to extensively plan and coordinate client centric activities, such as formal lunch and dinners, sporting activities and virtual classes.
• Master of email management: cascading emails to clients on behalf of the Sales Team, managing multiple email accounts, unsubscribing clients when requested and managing distribution lists.
• Send business promotional products to clients as requested.
• Subject Matter Expert of sales reporting; producing reports for Wholesalers and Inside Sales Representatives to increase sales within their territory.
• Tech savviness and the proficiency in a wide range of platforms, including Windows Office, CRM, sales collaboration, and analytical tools.
• Phone, email, and face-to-face communication with Wholesalers and Inside Sales Representatives to ensure all tasks and responsibilities are completed in a timely manner.
• Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.
• Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.
• Collaborate with members of the team to determine priorities and tasks to be completed.
• Participate in special projects, departmental and project group meetings, and sharing feedback when needed.
• Adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Requirements:

• Minimum bachelor’s degree in a field such as Commerce, Finance, Business Administration.
• CSC or IFIC certification.
• Minimum 1 year of experience within the Financial Services Industry.
• Super collaborator with impeccable communications skills in English and French.

Location(s):  Canada : Quebec : Montreal

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.