Sales Associate, Dynamic Funds

2 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

Is 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 recording entries.

Additionally, you will protect the organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained.

You will work closely with Legal to ensure contracts are standardized and approved, and with other Sales Associates to assist in the overflow of work whenever 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.

We are looking for a candidate with a minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration, and CSC or IFIC certification is preferable.

Key skills include 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 because they will serve an English-speaking clientele.



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