About the Role
Title: Systemized Solutions Representative
Requisition ID:
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.
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 t...
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