Sales Associate - Toronto, Canada - Aviso Wealth

Aviso Wealth

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Aviso Wealth:

The Opportunity:

We're looking for a Sales Associate to join our NEI Sales team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office.

Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.

Reporting to the Manager, Sales Support, the Sales Associate is responsible for working as part of a team to assist the team in achieving a sales target within the defined sales territory.

The responsibilities will include booking meetings, event management and coordination, processing marketing materials, and obtaining compliance approvals.

Who you are:

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Service

You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

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Execution

You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

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Collaboration

You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

Working closely with the broader team to ensure that all Investment Advisors in the territory are being serviced by scheduling and confirming regular oneonone meetings and branch presentations with their respective Wholesaler
Event Coordination including organizing seminars (Seminars, Road Show & Webcast includes both virtual & person)
Responding promptly and professionally to both written and phone inquiries regarding products, procedures and systems.
Partnering with compliance to obtain approvals on items like donations and client seminars
Processing donations and sponsorship programs
Ensure integrity of data in CRM (Sales Force) (New Advisor onboarding and journey mapping)
Support orientation and training
Handling special projects or assignments as needed.
Reporting Support (National accounts, BI Tool, etc.)
Integration, Coordination and completion of RFPs & RFIs
Monthly & Quarterly coordination & creation of reporting packages

Requirements:

Your experience and skills:

Postsecondary degree/diploma in Business Administration or related field
1+ year experience in a coordinator or sales support position
Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
An interest and curiosity in capital markets
Salesforce experience ideal
Strong organization and time management skills
Ability to prioritize and resolve issues
Team player with a passion for Responsible Investing; expectation is to complete RIS designation
Great attitude with the ability to develop business relationships
Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave topup options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Equal Employment Opportunity
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees.

We're building a technology-enabled, client-centric wealth management ecosystem. Our clients include our partners, advisors, and investors.

We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

Our partners depend on Aviso fo