16 Sep
|
Franklin Templeton Investments
|
Toronto
16 Sep
Franklin Templeton Investments
Toronto
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 agile team.
📌 Senior Sales Associate in Toronto
🏢 Franklin Templeton Investments
📍 Toronto