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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