Sales Associate, Dynamic Funds
2 weeks ago
**Job Summary**
At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our sales efforts and providing exceptional customer service to our clients.
**Key Responsibilities**
- Process 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 whenever necessary.
- Work closely with 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.
- 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.
**What We Offer**
At Scotiabank, 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.
**Language Requirements**
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
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic Funds Job Summary: We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business...
-
Sales Associate, Dynamic Funds
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic Funds Job Summary: We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business...
-
Sales Associate, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic Funds Job Summary: We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business...
-
Sales Associate, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic Funds Job Summary: We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business...
-
Sales Associate, Dynamic Funds
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 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...
-
Sales Associate, Dynamic Funds
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
4 hours ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
23 hours ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeKey ResponsibilitiesAs a Sales Associate, 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,...
-
Sales Associate, Dynamic Funds
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeKey ResponsibilitiesAs a Sales Associate, 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,...
-
Sales Associate, Dynamic Funds
1 week ago
Montreal, Quebec, Canada Scotiabank Full time**Job Summary**At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our clients and driving business growth.**Key Responsibilities**Process expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and...
-
Sales Associate, Dynamic Funds
1 week ago
Montreal, Quebec, Canada Scotiabank Full time**Job Summary**At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our clients and driving business growth.**Key Responsibilities**Process expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and...
-
Sales Associate, Dynamic Funds
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Summary:We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key Responsibilities:Process...
-
Inside Sales Representative, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Inside Sales Representative, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Inside Sales Representative, Dynamic Funds
4 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Inside Sales Representative, Dynamic Funds
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Program Associate
2 weeks ago
Montreal, Quebec, Canada J.W. McConnell Foundation Full timeAbout the OpportunityThe J.W. McConnell Foundation is seeking a highly organized and detail-oriented Program Associate to support the smooth functioning of our funding processes. This role will play a key liaison role between the Programs Team and other Foundation teams, ensuring that our funding processes are optimized and our applicants are supported.Key...
-
Program Associate
2 weeks ago
Montreal, Quebec, Canada J.W. McConnell Foundation Full timeAbout the OpportunityThe J.W. McConnell Foundation is seeking a highly organized and detail-oriented Program Associate to support the smooth functioning of our funding processes. This role will play a key liaison role between the Programs Team and other Foundation teams, ensuring that our funding processes are optimized and our applicants are supported.Key...
