16 Sep
|
Franklin Templeton Investments
|
Winnipeg
16 Sep
Franklin Templeton Investments
Winnipeg
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. #J-18808-Ljbffr
📌 Senior Sales Associate in Toronto (Winnipeg)
🏢 Franklin Templeton Investments
📍 Winnipeg