Retail Sales Associate
Franklin Templeton
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$28 - CA$30 per hour
About the role
- Coordinate advisor meetings and support the Wholesaler’s access to the territory.
- Plan roadshows, workshops, and appreciation events with marketing partners.
- Process sales practice requests while maintaining regulatory and internal compliance.
- Update and maintain accurate client data in the customer relationship management system.
- Respond to advisor inquiries and manage day‑to‑day territory tasks.
- Connect sales and marketing activities to maximize territory impact.
- Lead weekly team meetings to improve efficiency and consistency.
- Contribute to special projects and national programs.
- Attend or support local and national events as needed.
Requirements
- Degree or diploma in business or a related field
- IFIC Mutual Funds Course or Canadian Securities Course (CSC) an asset
- 1–2 years of customer service experience; financial industry exposure preferred
- Understanding of the mutual fund industry and Franklin Templeton products
- Proficiency in Microsoft Outlook, Word, and Excel
- Strong communication and time‑management capabilities
- Ability to collaborate and lead by example
- Creativity, initiative, and drive to deliver strong results
- Interest in financial markets and ongoing professional development
Benefits
- Temporary position
- Professional development opportunities
- Supportive work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicefinancial industry exposuremutual fund industry knowledgeFranklin Templeton products knowledgeMicrosoft OutlookMicrosoft WordMicrosoft Excel
Soft Skills
communicationtime managementcollaborationleadershipcreativityinitiativedrive
Certifications
degree in businessdiploma in businessIFIC Mutual Funds CourseCanadian Securities Course