Systemized Solutions Representative

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...