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Sales Associate

2 months ago

Toronto, Ontario, Canada Aviso Wealth Full time
About the Role

Aviso Wealth is seeking a highly motivated and organized Sales Associate to join our NEI Sales team. As a key member of our team, you will play a crucial role in assisting our sales team in achieving their targets within the defined sales territory.

Key Responsibilities
  • Booking meetings and events to support the sales team
  • Coordinating with compliance to obtain approvals for various initiatives
  • Processing marketing materials and donations
  • Ensuring data integrity in our CRM system
  • Supporting the orientation and training of new advisors
  • Handling special projects and assignments as needed
Requirements
  • Post-secondary degree or diploma in Business Administration or a related field
  • 1+ year of experience in a coordinator or sales support role
  • Canadian Securities Course (CSC) or IFIC Operations course completion is an asset
  • Strong computer skills, including MS Office and Salesforce
  • Excellent organization and time management skills
  • Ability to prioritize and resolve issues
What We Offer
  • Competitive compensation package
  • Excellent health, dental, and insurance benefits
  • Generous vacation time and fitness benefits
  • Matching contributions to our retirement program
  • Commitment to continuous learning and development
About Aviso Wealth

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. 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.