Inside Sales Representative

Responsibilities

• Support Wholesalers by following up on meetings, road shows, events, and webcasts
• Initiate daily phone contact with clients to expand existing relationships and identify trends
• Manage client segmentation to define service levels and ensure sales across distribution channels
• Utilize the Diagnostic Selling Process to data mine and populate the CRM system
• Create broadcast emails with marketing and product information for advisors
• Assist in developing and reviewing strategic business plans to increase territory sales
• Act as a liaison with Product Managers to coordinate conferences and calls
• Escalate client issues to the appropriate departments and Wholesalers

Requirements

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field
• CSC or IFIC certification
• CFP or CIM certification
• Minimum 5+ years of sales experience
• Minimum 5+ years of management and territory experience

Preferred Qualifications

• Bilingualism is considered a strong asset

About the Company

Dynamic Funds is a wholly owned subsidiary of Scotiabank. Established in 1957, it has evolved into one of Canada's most recognized wealth management firms, offering a comprehensive range of investment products and customized high-net-worth programs.