Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Sales Associate to assist the NEI Sales team in achieving sales targets through booking meetings, event management, and processing marketing materials.
Responsibilities
- 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
Skills
- Post-secondary degree/diploma in Business Administration or related field
- 1+ year experience in a coordinator or sales support position
- Strong computer skills including the MS Office suite of application
- 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
- Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
- Salesforce experience ideal
- Bilingual skills in French are an asset
Benefits
- 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
Company Overview
Powerful Notifications for People, Apps, Devices and Services It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is http://avisohq.com.