Support Dynamic Funds sales operations in Montreal by managing expense reports, contracts, and CRM verification. French and English communication are required.
This Sales Associate supports Wholesalers and the Sales Team within Dynamic Funds, a Scotiabank subsidiary. You will coordinate with Compliance, Legal, vendors, and internal partners. The work includes accounting, data entry, organization, analysis, and PC proficiency while maintaining sales policies and procedures.
Key Responsibilities:
- Complete Wholesaler expense reports and initiate approval workflows
- Analyze receipts, invoices, G/L codes, and cost centers
- Verify spending limits under Dynamic Sales Policies and Procedures
- Solicit vendor contracts and manage contract strategies
- Coordinate activities with Compliance, Legal, and internal partners
Requirements:
- Bachelor's degree in Commerce, Finance, or Business Administration
- Minimum one year within the Financial Services Industry
- Attention to detail, thoroughness, and strong organization
- Accounting, data entry, general math, and PC proficiency
- French and sufficient English for regular collaboration
Apply sales acumen, financial services experience, and contract coordination skills as a Dynamic Funds Sales Associate in Montreal.
Dynamic Funds Sales Operations Associate in Montréal employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
