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.
Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have :
- Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
- CSC or IFIC certification preferable.
- Attention to Detail, Thoroughness, Organization, Analyzing Information , Accounting, PC Proficiency, Data Entry Skills, 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 and English-speaking clientele
Associé à la vente / Sales Associate (Montreal, QC)
JOB SUMMARY – SALES ASSOCIATE. ...
Senior Sales Associate, Scotia iTRADE - Montreal, QC (12-month contract)
The Scotia iTRADE Senior Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s business strategies and objectives. Initiate sales opportunities by supplementing sale...
Vice President, Business Development - Dynamic Funds - Montreal, QC
Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (sales rep & sales associate); and. 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 inve...
Excutive Assistant, Dynamic Funds - Montreal, QC
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. Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds is a Canadian success story, built o...
Senior Client Service Associate, Md Signature - Montreal, QC
Senior Client Service Associate, contributes to the overall success of the Client Administrative Services for MD ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Actively pursues effective and efficient opera...
Customer Experience Associate - Westmount, Montreal, QC (15 hours)
As a Customer Experience Associate, you are the face, character and heart of our branches. Our Customer Experience Associates are people-centric and connect with customers in a relatable way. Contributing to the Branch's targets by identifying and fulfilling simple sales opportunities. Are comfortab...
Associate Director, Commercial & Corporate FX Sales - Montreal
The Associate Director, Commercial & Corporate FX Sales will take on an assigned portfolio of Commercial & Corporate clients in Montreal. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products...
Associate Director, Commercial & Corporate Fx Sales - Montreal
The Associate Director, Commercial & Corporate FX Sales will take on an assigned portfolio of Commercial & Corporate clients in Montreal. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products...
Customer Experience Associate - La Tour, Montreal, QC (26.27 hours)
Are comfortable in simple sales situations. ...
Sales and Design Associate (Bilingual) - Montreal, Canada
Maintain Salesforce (CRM) information so the Regional Sales Director can accurately report expected sales volumes. MillerKnoll Sales and Design Associates have a passion for helping customers see what is possible with the latest on-trend product portfolio. Our Furniture Sales and Design Associates a...