5 дней назад
Senior Sales Associate (Asset Management)
51 000 - 62 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Sales Associate (Asset Management): Supporting investment advisors and retail sales operations in a defined territory with an accent on client relationship management, promotional activities, and sales compliance. Focus on coordinating advisor access, managing CRM data and sales requests, and organizing events and initiatives for the territory.
Location: Toronto, Ontario, Canada; hybrid schedule with 4 days per week in the Toronto office
Salary: CAD 51,000–62,000 per year, depending on location and relevant experience, plus an annual discretionary bonus.
Company
is a global asset manager providing investment products, market insights, and wealth-management solutions.
What you will do
- Support wholesalers in accessing existing investment advisors within a defined sales territory.
- Coordinate group meetings, roadshows, workshops, conferences, and client appreciation events with marketing partners.
- Process sales practice requests in compliance with National Instrument 81-105 and internal compliance policies.
- Maintain accurate client information in the CRM database and respond to advisor inquiries.
- Coordinate promotional requests and collaboration with internal and external partners.
- Lead weekly team meetings and contribute to special projects and national initiatives.
Requirements
- Post-secondary degree or diploma in business or a related discipline.
- One year of financial industry experience is preferred.
- Intermediate to advanced knowledge of Microsoft Outlook, Word, and Excel.
- Knowledge of the mutual fund industry and products.
- Strong communication, organization, time-management, and interpersonal skills.
- Ability to work from the Toronto office 4 days per week in a hybrid schedule.
Nice to have
- Completion of the IFIC mutual funds course or CSC.
- Fluency in written and spoken French.
- Interest in financial markets and continuous learning.
Culture & Benefits
- Inclusive, welcoming, and supportive work environment.
- Healthcare, dental, vision, insurance, and disability coverage.
- Corporate pension plan and employee stock investment program.
- Paid vacation, personal days, holidays, sick leave, and family-related leave.
- Learning resources, career development programs, and education assistance.
- Opportunity to travel and support local or national events.
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