Sales Associate, Dynamic (Montreal, QC)

Job summary

The Sales Associate is responsible for processing expense reports, maintaining business contracts, and verifying data within the CRM system. They support the sales team by coordinating with internal departments like Compliance and Legal to ensure operational efficiency.

Job details

Requisition ID: 274445 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 As a Sales Associate with Dynamic, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM. The Sales Associate supports the Sales Team by completing expense reports in a timely manner, working closely with Compliance to ensure proper due diligence is maintained on events and works with vendors to coordinate completion of contracts. At Dynamic we strive to beat the market, not be the market, by encouraging opinions and creativity that allow our employees to deliver to their full potential. The ideal candidate will successfully perform these tasks, as a learning opportunity, to become a candidate for an Inside Sales Representative position within a few years. Is this role right for you? In this role you will: Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process; Charges expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries; Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained; Solicits contracts from vendors on behalf of Dynamic Sales: Creates and manages a contracts strategy; Works closely with Legal to ensure contracts are standardized and approved; Works closely with other Sales Associates to assist in in the overflow of work whenever necessary; Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary; Adapt to changing internal policies initiated by shifting trends within our industry; A strong sales acumen to learn, grow and develop within the team as an Inside Sales candidate within 2 years. Education, Professional Experience, Certifications And Skills Required Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration; CSC or IFIC certification preferable. Minimum 1 year of experience within the Financial Services Industry. Attention to Detail, Thoroughness, Organization, Analyzing Information , Accounting, PC Proficiency, Data Entry Skills, General Math Skills In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. #SGAM 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.

What you’ll do

The Sales Associate is responsible for processing expense reports, maintaining business contracts, and verifying data within the CRM system. They support the sales team by coordinating with internal departments like Compliance and Legal to ensure operational efficiency.

Requirements

Candidates must hold a minimum of a Bachelor's degree in Commerce, Finance, or Business Administration and have at least one year of experience in the financial services industry. Proficiency in both English and French is required due to the collaborative nature of the role.

Listed skills

• CRM · Preferred
• Compliance · Preferred
• Data entry · Preferred
• Accounting · Preferred
• Attention to detail · Preferred
• Organization · Preferred
• Vendor Coordination · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Expense reporting
• CRM
• Contract management
• Compliance
• Due diligence
• Data entry
• Accounting
• Financial services
• Sales acumen
• Attention to detail
• Organization
• General math skills
• PC proficiency
• Vendor coordination

Job areas

• Sales
• Finance & Accounting
• Administrative

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