15 Sep
|
Franklin Templeton
|
Toronto
15 Sep
Franklin Templeton
Toronto
As a forward thinking asset manager, we build energetic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
What is the Senior Sales Associate responsible for?
The Senior Sales
Associate is a key member of the Retail Sales Team, dedicated to delivering exceptional sales and relationship management support to investment advisors. What are the ongoing responsibilities of the Senior Sales Associate? Facilitate the Wholesaler’s access to existing Investment Advisors within a defined sales territory, which includes assisting in the coordination of group meetings.
Proactively plan and organize business promotional activities and client appreciation events, including roadshows, workshops, and conferences on behalf of the team, in partnership with marketing. Administer and process all sales practice requests, while remaining compliant both with the National Instrument 81-105 and Franklin Templeton’s internal compliance policies. Ensure client-related information is captured accurately in our client relationship management (CRM) database.
Act as a conduit to all sales and marketing activities to ensure maximum impact in the defined sales territory. Opportunity to participate in special projects and national initiatives. Opportunity for travel and/or on-site presence and support for various local or national events.
What ideal qualifications would help someone to be successful? ~ Intermediate to advanced knowledge of MS Outlook, Word, and Excel ~ Completion of IFIC mutual funds course or CSC is an asset ~ Given the breadth of Franklin Templeton’s coverage support model,
fluency in written and spoken French is an asset Focused on effective communication and interpersonal skills, over the phone and in person. Willingness to pursue new and creative ideas, and the motivation, energy and dedication to achieve results. Passionate about the financial markets with an interest in continuous learning.
This is a hybrid role that requires employees to work in the Toronto office 4 days per week. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program.
We expect the annual salary for this position to range between $51,000-$62,000, depending on location and level of relevant experience and discretionary bonus. Flexible medical, dental, and vision insurance options to support your overall well-being Corporate Pension Plan to help you plan confidently for the future Employee Stock Investment Plan (ESIP) with opportunities to build long-term financial value Opportunity to purchase company funds with no sales charge Competitive vacation package, including three annual personal days Company-paid short-term and long-term disability coverage We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position. #
📌 Sales Assistant - Immediate Hire! (Toronto)
🏢 Franklin Templeton
📍 Toronto