Territory Sales Assistant

4 days ago

Montréal, Canada iA Groupe financier iA Financial Group Full time

Sales / Hybrid / Montreal / Permanent / Full-time_

Are you highly organized and enjoy working closely with others to manage schedules? Do you like communicating with others as well as doing reports?

Are you looking to build a career in the financial industry, specifically sales?

This could be the perfect opportunity for you

We are currently seeking a **Territory Sales Assistant** to join our Quebec Team.

Working as part of the IA Clarington Sales Team, the Territory Sales Assistant works closely with the Wholesaler and the Internal Wholesaler Team Members by providing sales support within each territory as well as ensure that the sales team adhere to compliance and expense policies.

**What will you be doing?**
- Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs.
- Prepare various sales and asset reports and materials required for advisor meetings.
- Maintaining and updating all advisor related information in our CRM database.
- Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are compliant with iA Clarington Investments policies and guidelines.
- Provide national sales desk with client list of attendees immediately following completion of an event to ensure CE credit certificates are issued.
- Partner with financial advisors to complete, submit and administer required co-op forms in addition to all other Sales Practices requests.
- Complete expense reports accurately and in a timely manner on our expense management system.
- Actively participate in the development and execution of territory business needs.

**What will you bring to the position?**
- Post -secondary education.
- 1-2 years industry experience an asset.
- Strong knowledge with experience using MS Office, Word and Excel.
- Basic knowledge in mutual funds, segregated funds, ETFs, balanced and capital markets.
- IFIC and/or Canadian Securities Course (CSC) is an asset.
- Excellent English and French language skills, both oral and written due to frequent interactions with English and French-speaking colleagues or internal partners across Canada.

**Company Overview**:
**About**:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

**Our commitment to Diversity and Inclusion**:
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.

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