16 Sep
|
Franklin Templeton Investments
|
Ontario
16 Sep
Franklin Templeton Investments
Ontario
Step into a Senior Sales Associate role at Franklin Templeton, where you will provide critical sales and relationship support for investment advisors in a hybrid setting. Leverage your financial industry knowledge to facilitate client success and strengthen partnerships.
As a key player on the Retail Sales Team, you will be instrumental in navigating the complexities of client interactions while ensuring compliance and exceptional service. This position calls for a proactive, organized communicator driven by results and passionate about financial markets.
Key Responsibilities:
• Enhance wholesaler access to investment advisors
• Plan and execute client appreciation events
• Administer compliance for sales activities
• Accurately capture client data within our CRM
• Lead team meetings for strategic territory management
Requirements:
• Post-secondary education in business or related areas
• Financial industry experience of at least one year
• Expertise in MS Word, Excel, and Outlook
• IFIC mutual funds course or CSC is a plus
• French-speaking candidates highly valued
Join Franklin Templeton to maximize your sales skills and contribute to client success in our energetic team.
#J-18808-Ljbffr
📌 Senior Sales Associate in Toronto (Ontario)
🏢 Franklin Templeton Investments
📍 Ontario