07 Sep
|
Franklin Templeton Investments
|
Ontario
07 Sep
Franklin Templeton Investments
Ontario
Elevate your career as a Senior Sales Associate with Franklin Templeton, where you’ll provide top-notch sales support and relationship management in a hybrid work setting in Toronto. Bring your expertise to a key retail sales team, enhancing client interactions and driving success.
As a vital contributor to our Retail Sales Team, you will be dedicated to supporting investment advisors and fostering exceptional client relationships. We seek a detail-oriented, organized communicator with finance knowledge who can navigate complex markets and boost long-term wealth for our clients.
Key Responsibilities:
• Facilitate wholesaler access to investment advisors
• Organize promotional activities and client events
• Process sales requests while ensuring compliance
• Capture client information in the CRM system
• Lead weekly team meetings for optimal efficiency
Requirements:
• Post-secondary degree or diploma in business
• 1-year financial industry experience preferred
• Intermediate to advanced MS Outlook, Word, Excel skills
• Completion of IFIC mutual funds course is an asset
• Bilingual in French is a plus
Drive impactful client relationships and enhance your sales skills as part of the Franklin Templeton team.
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📌 Hybrid Senior Sales Associate at Franklin Templeton (Ontario)
🏢 Franklin Templeton Investments
📍 Ontario