Systemized Solutions Representative

Requisition ID: 219718

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

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

• Prepare all support materials for Investment Management Workshop (IMW)
• Provide daily administrative and IMW support to the Vice President's, Systemized Solutions
• Ensure all IMW information is accurately recorded in Salesforce
• Prepare all month end reporting
• Provide miscellaneous administrative support to all members of the SST on an as needed basis
• Participate in special projects when required
• Follow up with IMW participants during the facilitation and transition phases of the IMW
• Solicit feedback and offer support throughout the process
• Keep current on trends, initiatives and regulatory changes that could impact the Advisor and their system
• Keep the Dynamic ISR's up to date on IMW progress with their advisors
• Work with Advisor's and their Staff on IMW implementation, including but not limited to, Morningstar Training when necessary
• The SSR will approach their role from a team perspective ensuring their actions are ecological with both the VPSS and the Advisor's that are participating in the Workshop
• They will proactively engage with other SST members during conference calls and team meetings by offering feedback, suggestions and solutions designed to enhance our team and the Investment Management Workshop we facilitate
• They will establish and maintain strong working relationships will all members of the Systemized Solutions Team and the broader based Dynamic Sales Teams with a strong emphasis on the SSR /ISR relationship

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• CSC or IFIC is required
• CFA or CIM would be an asset
• Minimum 3 years experience in an administrative or customer service role
• Previous sales experience a definite asset
• Experience in a team environment
• Record of progression into roles with increasing responsibility within the financial services industry;
• Strong working knowledge of MS Office (Excel, Word, Powerpoint & Outlook) with an intermediate to advanced proficiency with Excel
• Undergraduate degree in a related field such as business administration, commerce or finance, or equivalent work experience

Location(s): Canada : Ontario : Toronto

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.