Sales Associate, Dynamic Funds
2 weeks ago
Key Responsibilities:
- Complete expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process.
- Charge expenses to correct G/L codes and cost centers by analyzing receipts and invoices, and recording entries.
- Protect the organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained.
- Solicit contracts from vendors on behalf of Dynamic Sales.
- Create and manage a contracts strategy.
- Work closely with Legal to ensure contracts are standardized and approved.
- Collaborate with other Sales Associates to assist in the overflow of work when necessary.
- Work with internal partners, including Compliance, Product Management, Marketing, and Mail Distribution, to coordinate activities when required.
- Adapt to changing internal policies initiated by shifting trends within our industry.
- Develop a strong sales acumen to learn, grow, and develop within the team as an Inside Sales candidate within 2 years.
Requirements:
- Minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration.
- CSC or IFIC certification is preferable.
- Attention to detail, thoroughness, organization, analyzing information, accounting, PC proficiency, data entry skills, and general math skills.
At Dynamic Funds, 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.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French, as they will serve an English-speaking clientele.
-
Sales Associate, Dynamic Funds
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic FundsAre you looking for a challenging role that combines sales, finance, and operations? We have an exciting opportunity for a Sales Associate to join our team at Dynamic Funds.Key Responsibilities:Complete expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM,...
-
Sales Associate, Dynamic Funds
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic FundsAre you looking for a challenging role that combines sales, finance, and operations? We have an exciting opportunity for a Sales Associate to join our team at Dynamic Funds.Key Responsibilities:Complete expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM,...
-
Sales Associate, Dynamic Funds
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic FundsAre you looking for a challenging role that will help you grow and develop your skills in sales and account management?In this role, you will be responsible for completing expense reports for wholesalers, charging expenses to correct G/L codes and cost centers, and protecting the organization's value by verifying...
-
Sales Associate, Dynamic Funds
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic FundsAre you looking for a challenging role that will help you grow and develop your skills in sales and account management?In this role, you will be responsible for completing expense reports for wholesalers, charging expenses to correct G/L codes and cost centers, and protecting the organization's value by verifying...
-
Sales Associate, Dynamic Funds
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic FundsAre you looking for a challenging role that combines sales and financial expertise? We are seeking a highly motivated and detail-oriented Sales Associate to join our team at Dynamic Funds.Key Responsibilities:Process expense reports for wholesalers, ensuring accurate and timely submissions.Analyze receipts and...
-
Sales Associate, Dynamic Funds
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic FundsAre you looking for a challenging role that combines sales and financial expertise? We are seeking a highly motivated and detail-oriented Sales Associate to join our team at Dynamic Funds.Key Responsibilities:Process expense reports for wholesalers, ensuring accurate and timely submissions.Analyze receipts and...
-
Sales Associate, Dynamic Funds
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Sales Associate to join our team at Dynamic Funds. As a Sales Associate, you will be responsible for completing expense reports, analyzing receipts and invoices, and protecting the organization's value by verifying Dynamic Sales Policies and Procedures spending limits.Key ResponsibilitiesComplete expense reports for...
-
Sales Associate, Dynamic Funds
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Sales Associate to join our team at Dynamic Funds. As a Sales Associate, you will be responsible for completing expense reports, analyzing receipts and invoices, and protecting the organization's value by verifying Dynamic Sales Policies and Procedures spending limits.Key ResponsibilitiesComplete expense reports for...
-
Sales Associate, Dynamic Funds
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAre you a detail-oriented individual with a passion for finance?In this role, you will be responsible for completing expense reports for wholesalers, analyzing receipts and invoices, and ensuring compliance with Dynamic Sales Policies and Procedures.You will also work closely with the legal team to standardize and approve contracts, and collaborate with...
-
Sales Associate, Dynamic Funds
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeIs this role right for you?In this role, you will be responsible for completing expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process.You will also be responsible for charging expenses to correct G/L codes and cost centers by analyzing receipts and invoices, and...
-
Sales Associate, Dynamic Funds
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeIs this role right for you?In this role, you will be responsible for completing expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process.You will also be responsible for charging expenses to correct G/L codes and cost centers by analyzing receipts and invoices, and...
-
Montreal, Quebec, Canada Scotiabank Full timeBusiness Development Associate Key ResponsibilitiesAs a Business Development Associate at Dynamic Funds, you will be responsible for managing sales and contracts, collaborating with a cross-functional team, and serving English-speaking clients. Key responsibilities include:Completing expense reports for wholesalers by collecting and scanning receipts,...
-
Inside Sales Representative, Dynamic Funds
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeKey Responsibilities:Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.Prospect, develop client relationships and initiate sales through various channels, including virtual meetings, webinars, emails, and client activities.Identify and populate information within the CRM in a timely manner, as data is...
-
Program Associate
7 days ago
Montreal, Quebec, Canada J.W. McConnell Foundation Full timeFunding and Operations SupportThe McConnell Foundation seeks a detail-oriented Program Associate to support the smooth functioning of our funding processes. In this role, you will maintain accurate tracking tools, ensure systems are up-to-date, and make suggestions for improvement. You will also analyze proposals, follow up with team members, and liaise with...
-
Program Associate
3 weeks ago
Montreal, Quebec, Canada J.W. McConnell Foundation Full timeAbout the FoundationThe J.W. McConnell Foundation is a private Canadian foundation that strives for a resilient, inclusive, and sustainable society that can successfully address its complex challenges.OpportunityThe successful candidate will join a dynamic team that supports diverse and innovative approaches to address climate change, reconciliation, and...
-
Taxation and Funding Specialist
2 weeks ago
Montreal, Quebec, Canada R&D Partners Full timeJob SummaryR&D Partners is seeking a highly motivated and organized Taxation and Funding Specialist to join our dynamic team. As a key member of our government funding program, you will be responsible for assessing government funding eligibility, collecting financial and tax information, and preparing documentation to access government funding.Key...
-
Funding Specialist
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Funding Representative to join our team. As a key member of our organization, you will play a critical role in ensuring the accuracy and validity of Conditional Sale Agreements and Loan Agreements.Key ResponsibilitiesVerify the accuracy and validity of Conditional Sale Agreements and Loan...
-
Funding Specialist
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Funding Representative to join our team. As a key member of our organization, you will play a critical role in ensuring the accuracy and validity of Conditional Sale Agreements and Loan Agreements.Key ResponsibilitiesVerify the accuracy and validity of Conditional Sale Agreements and Loan...
-
Executive Assistant
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Summary:Dynamic Funds, a subsidiary of Scotiabank, seeks an Executive Assistant to provide high-level administrative support to the Regional Vice President. The successful candidate will facilitate day-to-day operations, serve as a primary resource for departmental inquiries, and liaise with internal and external stakeholders.Key...
-
District Sales Associate
1 month ago
Montreal, Quebec, Canada Mackenzie Investments Full timeJob DescriptionMackenzie Investments is a leading asset management company seeking a highly organized and detail-oriented District Sales Associate to provide administrative support to our sales teams.Key Responsibilities:Oversee territory management, including preparing and maintaining sales coverage forecastsSchedule and coordinate territory and corporate...