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

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

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

Sales Associate

Key skills