New Job Sales Associate In Ontario

Sales Associate
Sales Associate

Sales Associate

Company : Scotiabank
Salary : Details not provided
Location : Ontario

Full Description

Requisition ID: 181378

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Job Summary

Working for Dynamic Funds as a sales associate is where you'll find your primary responsibilities. These include managing expenses, verifying business contracts, and completing details in CRM. The sales Administrative Specialist will assist the sales team by completing expense reporting in 3-5 days, working closely with Compliance to ensure proper due diligence is maintained on events and coordinating vendor completion of contracts.

The Opportunity: 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.

Responsibilities include

  • Receiving receipts, scanning them, entering the information into a CRM, initiating the "workflow" process, and filling in the expense reports for Wholesalers; Step 1.
  • Inflation-based costs for adjusting G/L codes and cost centers by reviewing receipts and invoices; recording entries; and spending time.
  • Maintains the effectiveness of Dynamic Sales Policies and Procedures by preserving the organization's value;
  • Obtains contracts from vendors on behalf of Dynamic Sales.
  • Develops and supervises a contracts strategy.
  • Working in partnership with legal to standardize and approve contracts.
  • Working together with other sales associates to help with extra work when needed;
  • Working in close collaboration with other internal partners, including Compliance, Product Management, Marketing, and Mail Distribution, as needed.
  • Adjust to changing internal policy changes initiated by changing trends in our industry; (i)
  • With two years of experience as an inside sales representative, you'll have the opportunity to build a strong sales team and learn new things within your own team.


  • Minimum educational qualifications in Commerce, Finance, or Business Administration;
  • The preferred option is to obtain CSC or IFIC certification.
  • The skills required for success include attention to detail, meticulousness, organization, information analysis, accounting, PC proficiency, data entry abilities, and general math expertise.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.