Sales Associate

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