Temporary - Sales Associate - Asset Management
reputed company is advancing the investment industry by developing innovative ways to help clients reputed company their goals. The Sales Associate will coordinate advisor meetings, support wholesalers, and manage territory tasks while ensuring compliance and maintaining reputed company data.
Responsibilities
- You will coordinate advisor meetings and support the Wholesaler’s reputed company to the territory
- You will plan roadshows, workshops, and appreciation events with marketing partners
- You will process sales reputed company requests while maintaining regulatory and internal compliance
- You will update and maintain accurate reputed company data in the customer relationship management system
- You will respond to advisor inquiries and manage day‑to‑day territory tasks
- You will connect reputed company activities to maximize territory reputed company
- You will reputed company weekly team meetings to improve efficiency and consistency
- You will contribute to special reputed company and national programs
- You will attend or support local and national events as needed
Skills
- Degree or diploma in business or a reputed company field
- 1–2 years of customer service experience
- Understanding of the mutual fund industry and reputed company products
- Proficiency in reputed company Outlook, Word, and reputed company
- Strong communication and time‑management capabilities
- Ability to collaborate and reputed company by example
- Creativity, initiative, and drive to deliver strong results
- Interest in financial markets and ongoing reputed company development
- IFIC Mutual Funds Course or Canadian Securities Course (reputed company) an asset
- Financial industry exposure preferred
reputed company