Sales Associate

1 month ago

Toronto, Canada Aviso Wealth Full time

**Aviso**:
**The Opportunity**:
We’re looking for a Sales Associate to join our NEI Sales team.

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**:

- **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
- **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
- **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 one-on-one 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**:

- Post-secondary 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 top-up 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 provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services 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 for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments,

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