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Inside Sales Representative, Dynamic (Montreal, QC)
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…products and policies, industry changes, market conditions, and client business practices. The ISR uses daily phone contact, rather than face to face meetings, to build relationships and…

Scotiabank

Inside Sales Representative, Dynamic (Montreal, QC)

Montreal, QC, H3B 4G7, Canada

Apply by: Oct 6, 2026
Posting language: English
Posted: Aug 14, 2026

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Original job description

Requisition ID: 270686

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

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.

As a vital member of the sales team, the ISR must be exceedingly knowledgeable in company and competitor products and policies, industry changes, market conditions, and client business practices. The ISR uses daily phone contact, rather than face to face meetings, to build relationships and increase sales. The ISR must also work closely with the SA, including them in the work of the team.

Is this role right for you? In this role you will:

Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;
Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);
Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
Ensure regional events and road shows are well attended by using outbound call campaigns;
Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
Collaborate with the SA to determine priorities and tasks to be completed;
Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;
Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
Participate in national, regional, departmental and project group meetings, sharing feedback and information;
Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;
Escalate client issues to appropriate department and your wholesaler; and
Involved in special projects as required
Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory

Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have:

Bachelor’s degree in a field such as Commerce, Finance, Business Administration.
CSC or IFIC certification.
Minimum 5 years of sales experience .
Minimum of 3 years Financial Services Industry experience
Super collaborator with impeccable communications skills in English and French.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

#SGAM

Location(s): Canada : Quebec : Montreal

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

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More about this job

Responsibilities

The Inside Sales Representative works closely with the Wholesaler to generate sales, manage client relationships, and provide professional investment advice. They are responsible for daily phone outreach, maintaining CRM data, and supporting regional events and road shows.

Requirements

Candidates must hold a bachelor's degree in a relevant field and possess CSC or IFIC certification. A minimum of 5 years of sales experience and 3 years in the financial services industry are required, along with bilingual proficiency in English and French.

Skills

Inside sales
Relationship management
Financial services
Communication skills
CRM
Data mining
Strategic business planning
Investment funds
Client servicing
Sales prospecting
Market analysis
Bilingual communication

Visa sponsorship

Not detected in the job text

Keywords

Inside Sales
Wealth Management
Investment Funds
CRM
Diagnostic Selling Process
Financial Services
CSC
IFIC
Business Development
Client Relations
Sales Prospecting
Market Conditions
Strategic Planning
Data Mining
Investment Advice
Bilingual

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