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Regional Associate
2 hours ago
_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 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
