Sales Associate (Dyanmic Funds)

Employment type: Full-time
City: Montréal
Last visit: 2014-10-28
Author's ads: 1

Posted: 2014-10-28


Join the Global Community of Scotiabankers to help customers become financially better off.

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Scotiabank is a leading multinational financial services provider and Canada's most international bank. Since welcoming our first customers in Halifax, Nova Scotia, in 1832, Scotiabank has continued to expand its global reach. Today, through our team of more than 86,000 employees, Scotiabank and its affiliates offer a broad range of products and services, including personal and commercial banking, wealth management, corporate and investment banking to over 21 million customers in more than 55 countries around the world.

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Incorporating the key personal investment and advisory activities within the Scotiabank, Global Wealth & Insurance provides a full range of products and services that encompass retail brokerage, investment management advice, mutual funds and savings products, and financial planning and private client services for affluent clients.As the successful candidate you will have the opportunity toWork closely with the Wholesaler and the

Inside Sales Representative (ISR) to service and manage existing clients. Provide administrative support to the sales

team in their regions by ensuring the smooth operation and execution of

various sales initiatives.Key Responsibilities:Calculate expense reports and mileage logs and

ensure approval from the Regional Vice President and Executive Vice

President on a timely basis; Assist wholesaler and ISR in developing a

strategic business plan for the year and review it quarterly with the team

to increase sales from advisors in our territory; Co-ordinate all events for the region

including researching the venue, booking arrangements (food and seating

sending invitations, RSVP lists and presentation materials & kits. The

Sales Associate (SA) is expected to attend all road shows and may on

occasion attend other events at the request of the Wholesaler; Facilitate all mass emails to our clients as

determined by the ISR & Wholesaler. The SA must ensure all emails are

checked for quality and that approval has been given; Ensure prompt payment through accounting on

outside contracts/services with respect to events/shows; Take an active team approach, proactively

offering solutions and giving feedback for improvement to help promote our

products and services; Maintain and update Siebel ensuring

representative and assistant contact information has the proper email

address and phone numbers; Update Seibel with complete surveys and

information gathered during phone calls; Ensure CE credits certificates are issued

immediately following completion of events; Produce reports from the systems (Cube, Oracle

on Demand and Impromptu) when requested. This includes daily, weekly,

monthly, quarterly and ad hoc requests; Maintain samples of all relevant marketing

materials on hand for office use and ensures they are updated regularly; Execute promo requests and MOE orders as

requested; Ensure a strong working relationship between

other departments (i.e. Product Managers, Creative Services, Materials, Co-op,

Computer Tech); Participate and attend the National Regional

Sales Conference Calls and Meetings; Keep wholesalers informed of their up-coming

events; Keep up to date with the latest product

information at Dynamic Funds.Skills and Experience:College Diploma or equivalent; Must be fluently bilingual (English/French); Minimum 2 years office/administrative

experience, preferably within the mutual fund industry; Advanced knowledge of MS Office (i.e. Excel,

Word & Outlook); Completion of IFIC and/or CSC - definite

asset; Knowledge of Mutual Fund industry - definite

asset; Previous experience in Sales - definite asset;

Experience working in a team environment.

To apply for this position please CLICK HEREScotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted. No agencies please.

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Career Level: Entry Level

Years of Relevant Experience: 2 Years

Industry: Financial Services and Banking

Job Function: Sales and Business Development