Senior Sales Associate in Toronto
3 days ago
Toronto ON, Toronto Census Division, ON; Ontario, Canada
Franklin Templeton Investments
Full-time
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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
â€
¢ Enhance wholesaler access to investment advisors â€
¢ Plan and execute client appreciation events â€
¢ Administer compliance for sales activities â€
¢ Accurately capture client data within our CRM â€
¢ Lead team meetings for strategic territory management
Requirements:
â€
¢ Post-secondary education in business or related areas â€
¢ Financial industry experience of at least one year â€
¢ Expertise in MS Word, Excel, and Outlook â€
¢ IFIC mutual funds course or CSC is a plus â€
¢ French-speaking candidates highly valued Join Franklin Templeton to maximize your sales skills and contribute to client success in our dynamic team. #J-18808-Ljbffr
Key Responsibilities
â€
¢ Enhance wholesaler access to investment advisors â€
¢ Plan and execute client appreciation events â€
¢ Administer compliance for sales activities â€
¢ Accurately capture client data within our CRM â€
¢ Lead team meetings for strategic territory management
Requirements:
â€
¢ Post-secondary education in business or related areas â€
¢ Financial industry experience of at least one year â€
¢ Expertise in MS Word, Excel, and Outlook â€
¢ IFIC mutual funds course or CSC is a plus â€
¢ French-speaking candidates highly valued Join Franklin Templeton to maximize your sales skills and contribute to client success in our dynamic team. #J-18808-Ljbffr