Sales Associate
Aviso Wealth
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$55,000 - CA$65,000 per year
Job Level
JuniorMid-Level
About the role
- Working closely with the broader team to ensure that all Investment Advisors in the territory are being serviced by scheduling and confirming regular one-on-one meetings and branch presentations with their respective Wholesaler
- Event Coordination including organizing seminars (Seminars, Road Show & Webcast includes both virtual & person)
- Responding promptly and professionally to both written and phone inquiries regarding products, procedures and systems.
- Partnering with compliance to obtain approvals on items like donations and client seminars
- Processing donations and sponsorship programs
- Ensure integrity of data in CRM (Sales Force) (New Advisor onboarding and journey mapping)
- Support orientation and training
- Handling special projects or assignments as needed.
- Reporting Support (National accounts, BI Tool, etc.)
- Integration, Coordination and completion of RFPs & RFIs
- Monthly & Quarterly coordination & creation of reporting packages
Requirements
- Post-secondary degree/diploma in Business Administration or related field
- 1+ year experience in a coordinator or sales support position
- Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
- An interest and curiosity in capital markets
- Strong computer skills including the MS Office suite of application
- Salesforce experience ideal
- Strong organization and time management skills
- Ability to prioritize and resolve issues
- Team player with a passion for Responsible Investing; expectation is to complete RIS designation
- Great attitude with the ability to develop business relationships
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
event coordinationdata integrityreporting supportRFPsRFIssales supportcapital marketstime managementproblem resolutionbusiness relationship development
Soft skills
organizationteam playercommunicationcuriosityattitudepassion for Responsible Investing
Certifications
Canadian Securities Course (CSC)IFIC Operations courseRIS designation