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Inside Sales Representative

Montreal, QC
Full Time
2 days ago
Requisition ID: 132083

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 firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

As the successful candidate you will have the opportunity to:

• Partner with the Wholesaler to generate sales and develop new business.
• Use daily phone contact with Advisors to build relationships and increase sales of Dynamic Funds.
• Assist Advisors with business building ideas, competitor analysis and tax planning strategies.

Key Accountabilities
• Support the Wholesaler by promptly following up on meetings, road shows, events and web casts;
• Initiate phone contact with clients to begin or expand on existing relationships (Minimum 20 contacts a day);
• Keep an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
• Ensure regional events and road shows are well attended by using outbound call campaigns;
• Occasionally, some representatives will travel and arrange their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
• Collaborate with the Sales Associate to determine priorities and tasks to be completed;
• Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
• Create broadcast emails with pertinent marketing and product information to advisors via Oracle on Demand (OOD) filters and share with the sales department;
• Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
• Participate in national, regional, departmental, and project group meetings, sharing feedback and information;
• Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
• Act as a liaison with the Product Managers in order to set up Manager meetings, conferences calls and web casts;
• Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;
• Escalate client issues to appropriate department and your wholesaler;
• Involved in special projects as required.
• Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

Functional Competencies

• Minimum 5+ years of sales experience;
• Minimum 5+ years of management experience and managing a territory.

Educational Requirements

• Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
• CSC or IFIC certification is required;
• CFP or CIM is preferred;
Location(s): Canada : Quebec : Montreal
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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

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