Regional Associate

6 months ago


Toronto, Canada Bridgehouse Asset Managers Full time

_Interested in making a big impact within an experienced sales team targeting Canadian financial advisors? A rewarding growth opportunity is available for a result and action-oriented, go-getter who thrives within a team. _

The Regional Associate works both independently, and closely with the Regional Director(s) and sales management, to develop and implement a business plan to prospect and service investment advisors within a designated regional territory.

**Responsibilities**

Work to enhance sales within an assigned region
- Develop and maintain ongoing relationships with financial advisors
- Uncover sales opportunities for our products within the financial advisor community
- Book client meetings and branch presentations
- Achieve quarterly quotas
- Add to pipeline through research, identifying key players, generating interest, qualifying and segmenting leads
- Execute on planned sales campaigns
- Route qualified opportunities to Regional Director for further development and closure, as appropriate

Assist Regional Director(s) in booking and preparing for both in-person and virtual advisor and branch presentations, including calendar management (Note: this function may involve travel)

Maintain/update advisor profiles within Salesforce, including entering activity and opportunity details

Maintain knowledge of marketing materials associated with our products and value-add offerings to effectively communicate the firm’s investment philosophy and value proposition

Actively participate in team meetings, sharing ideas, wins and challenges

**Requirements/Qualifications**

Completion of post-secondary education in finance/business

Minimum 1 year of financial services experience Completion of the Canadian Securities Course preferred

Completion of CIM, CFA, CFP are assets

Strong phone presence, communication and listening skills

Goal-oriented and accountable

Experience working with CRM and presentation tools

Excellent organizational skills

Strong customer service orientation

Ability to multi-task, prioritize and manage time effectively

Ability to work effectively on a team and individually

Ability to accept and incorporate feedback

Enthusiasm and knowledge of products, issues, and philosophy of the firm

Ability to handle sensitive information with confidentiality

Experience in conducting online meetings is an asset

Schedule:

- Day shift

Work Location: Hybrid remote in Toronto, ON


  • Regional Associate

    6 months ago


    Toronto, Canada Bridgehouse Asset Managers Full time

    _Interested in making a big impact within an experienced sales team targeting Canadian financial advisors? A rewarding growth opportunity is available for a result and action-oriented, go-getter who thrives within a team. _ Based out of Western Canada or our Toronto head office, the Regional Associate works both independently, and closely with the Regional...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 188045 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Toronto, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for a **Regional Sales Associate**. Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft. As a...


  • Toronto, Canada Canada Life Assurance Company Full time

    **Description: - Permanent Full Time- We are looking for a National Leader to work within our Wealth Inside Sales Team. This dynamic leadership team will allow you to connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life.- We’re looking for top talent who will help support the sales team and who will play...


  • Toronto, Canada Fujifilm Full time

    Overview: **Regional Sales Associate - Greater Toronto Area** **FUJIFILM Sonosite, Inc.** - If you are looking for work that matters, you’ll find it at FUJIFILM Sonosite. As the creator of point of care ultrasound, we dedicate every day to the innovation and development of imaging solutions that enable clinicians to provide improved healthcare in leading...


  • Toronto, Canada The Canada Life Assurance Company Full time $48,600 - $72,900

    Permanent Full Time We are looking for a Regional Sales Associate. Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft. ...

  • Associate professor

    3 weeks ago


    Old Toronto, Canada Regional Studies Association Full time

    TheSchool of the Environment and theCentre for Caribbean Studies in the Faculty of Arts and Science at the University of Toronto invite applications for a full-time tenure stream position in the area ofEnvironment and Climate in Caribbean Studies. This will be a joint appointment between the School of the Environment (51%) and the Centre for Caribbean...


  • Toronto, Canada National Bank Full time

    As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI’s investment solutions. Through sales activities (calls, emails, digital interactions, marketing campaigns etc..) you will increase awareness and recognition of NBI’s...

  • Associate professor

    3 weeks ago


    Old Toronto, Canada Regional Studies Association Full time

    The School of the Environment and the Centre for Caribbean Studies in the Faculty of Arts and Science at the University of Toronto invite applications for a full-time tenure stream position in the area of Environment and Climate in Caribbean Studies. This will be a joint appointment between the School of the Environment (51%) and the Centre for Caribbean...

  • Regional Administrator

    6 months ago


    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada National Bank Full time

    As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI’s investment solutions. Through sales activities (calls, emails, digital interactions, marketing campaigns etc..) you will increase awareness and recognition of NBI’s...


  • Toronto, Canada Canada Life Full time

    Job Description We are looking for a  Regional Sales Associate. Our organization is strong, and we’re getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft. As a...


  • Toronto, Canada Shoppers Drug Mart Pharmaprix Full time

    **Location**: 243 Consumers Road, Toronto, Ontario, M2J 4W8 At Shoppers Drug Mart, we’re innovating health and wellness in Canada. From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every day. With more than 1,300 locally owned and operated stores from coast to coast, the Shoppers...


  • Toronto, Canada Canada Life Assurance Company Full time

    **Description: - Permanent Full Time- We are looking for a **_Regional Sales Associate._** - Are you interested in joining a sales team at one of Canada’s leading insurance companies and top-ranked employers? The Canada Life inside sales team may be the place for you. On this team, you’ll connect with some of the most entrepreneurial, spirited, energetic...


  • Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Company Overview:RBC Dominion Securities Inc. is Canada's leading full-service investment and wealth management firm, backed by Canada's leading financial institution.We pride ourselves on hiring and nurturing talented individuals who share our commitment to helping clients build and preserve their wealth so they can achieve their goals.We are looking for a...


  • Toronto, Canada Enhanced Medical Nutrition Full time

    We are recruiting for a Regional Sales Associate Location: Toronto, Ontario, Canada (in office 1 days/week, travel required) Who We Are: Enhanced Medical Nutrition ("EMN" or the "Company") is a transformational, food-as-medicine start-up that commercializes evidence-based nutrition programs to improve patient experience & outcomes in surgery. Nearly half...


  • Toronto, Canada National Bank of Canada Full time

    **Your role** - Make proactive sales and business development phone calls according to activity targets - Actively participate in the business development of the territory, specifically qualifying and graduating prospects, in order to meet sales objectives/targets - Create, execute and evaluate ongoing sales campaigns - Ensure high-quality client service and...


  • Toronto, Canada Shoppers Drug Mart Pharmaprix Full time

    **Location**: 243 Consumers Road, Toronto, Ontario, M2J 4W8 At Shoppers Drug Mart, we’re innovating health and wellness in Canada. From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every day. With more than 1,300 locally owned and operated stores from coast to coast, the Shoppers...


  • Toronto, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Regional Manager

    1 month ago


    Toronto, Canada Hazelview Properties Full time

    **ABOUT THE POSITION** The Regional Manager is responsible for managing the overall Regional operations including leasing, building operations, and capital projects and promoting the Hazelview advantage of being the preferred landlord. The Regional Manager will be responsible for 1,500 or more units with a staff of 50 or more Team Members throughout their...