Inside Sales Representative

Requisition ID : 189257

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

Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We attract top candidates because our culture allows us to be active (not reactive), results-oriented and passionate about sales.

In short, our people are truly empowered, experienced, and Dynamic. We’ve built a foundation whereby different perspectives, ideas and backgrounds continue to help us grow the business.

The world of inside sales is changing. Digital technology and online meetings have shifted the way we conduct business in terms of accessing information, accessing our clients, and accessing results.

However, building and developing new relationships still requires making a professional connection and the fundamental art of conversation.

The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products.

We are business to business; Dynamic clients include financial advisors and brokers across the country who believe in legitimately active management, appreciate new ideas, looking to grow their business and seek opinions and ideas for their own clients.

Candidates should have a minimum of 3 years Financial Services Industry experience to be considered for this role.

Responsibilities :

• Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.
• Prospect, develop client relationships and initiate sales mostly by phone, as well as virtual meetings, webinars, emails, and client activities.
• Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.
• Share ideas and success stories with the Dynamic Sales Team in a variety of ways, including team meetings, sales collaboration tools and national sales calls.
• Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.
• Keep an archive of all the relevant information pertaining to the products, policies, procedures, and rules for dissemination to the clients.
• Collaborate with members of the team to determine priorities and tasks to be completed.
• Work closely with internal partners to understand the information pertaining to IIROC and MFDA firms / dealerships.
• Participate in special projects, departmental and project group meetings, and sharing feedback when needed.
• Escalate client issues to RVP’s and appropriate department(s) when needed.
• Work with the wholesaler in developing a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.
• 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.

Requirements :

• Minimum bachelor’s degree in a field such as Commerce, Finance, Business Administration.
• CSC or IFIC certification.
• Minimum 3 years of experience within the Financial Services Industry.
• Super collaborator with impeccable communications skills in English and French.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.