{"id":1770177,"url":"https://alion.io/job/scotiabank-inside-sales-representative-dynamic","title":"Inside Sales Representative, Dynamic","company":{"id":1754303,"name":"Scotiabank","domain":"scotiabank.com","url":"https://alion.io/company/scotiabank-com","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":59000,"max_usd":113000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":174},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-03T02:00:00Z","employer_posted_date":"2026-10-03","last_verified_at":"2026-10-13T03:08:51Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"description":"Requisition ID: 269916\nDynamic 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\nThe 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 the fundamental art of conversation.\nWhat you will be doing\nThe 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.\nIs this role right for you? In this role you will:\nSupports the Wholesaler by promptly following up on meetings, road shows, events and web casts;\nInitiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);\nKeeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;\nEnsure regional events and road shows are well attended by using outbound call campaigns;\nOccasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;\nCollaborate with the SA to determine priorities and tasks to be completed;\nMake daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;\nCreate broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;\nData Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;\nParticipate in national, regional, departmental and project group meetings, sharing feedback and information;\nAssist 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);\nAct as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;\nEscalate client issues to appropriate department and your wholesaler; and\nInvolved in special projects as required\nAssist 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;\nDo you have the skills to enable you to be successful in this role? We would love to work with you if you have:\nMinimum Bachelors degree in a field such as Commerce, Finance, Business Administration;\nCSC or IFIC certification; CFP or CIM;\nBilingual is an asset\nMinimum 5+ years of sales experience; and\nMinimum 5+ years of management experience and managing a territory\nLocation(s): Canada : Ontario : Toronto\nWe 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.","description_format":"text","description_chars":4170,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":5,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services"],"lifecycle":[{"event":"open","at":"2026-10-03T15:16:56Z"}],"visa":[{"country":"CA","licensed_sponsor":true,"evidence":"Positions approved through LMIA in 12 months: 6","filings_12m":6,"filings_prev_12m":3,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Talent Stream; High Wage","cap_exempt":false,"checked_at":"2026-10-03T21:10:52+00:00","sources":["ESDC: employers issued a positive LMIA"],"filings_for_role_12m":0}],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.851,"p_room":0.9,"age_days":10,"expected_fill_days":18,"reasons":["conf:2","velocity","win:mid","comp:brand"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/scotiabank-inside-sales-representative-dynamic","json_url":"https://alion.io/job/scotiabank-inside-sales-representative-dynamic.json","meta":{"generated_at":"2026-10-14T00:00:36Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":27,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1754303},"rest":"https://alion.io/mcp/rest/get_company?id=1754303"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fscotiabank-inside-sales-representative-dynamic"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fscotiabank-inside-sales-representative-dynamic"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fscotiabank-inside-sales-representative-dynamic"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/scotiabank-inside-sales-representative-dynamic\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fscotiabank-inside-sales-representative-dynamic"}]}