Sales Associate


Location: Toronto, ON, M5C2V9
Employee Type: full time
Experience: 2 - 5 years
Education: Bachelor degree
Travel Required: 10%


A Wealth of Opportunity awaits you at Dynamic Funds
As the successful candidate you will have the opportunity to...
  • Work 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, Seibel 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;
  • 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.


Dynamic Funds is an affiliate of Scotiabank.

Addressing your financial needs as well as your overall health and well-being are top priorities at Scotiabank.

We are committed to offering a competitive Total Rewards package.




Dynamic Funds
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9