Territory Sales Assistant

2 weeks 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.

  • Territory Manager

    2 weeks ago

    Montréal, Canada Lindt Sales & Marketing Full time

    We are looking for an enthusiastic and keen individual to fill the role of a permanent Territory Manager in Montreal. Reporting to the Field Sales Manager, the Territory Manager will effectively represent Lindt & Sprüngli to the selling banners in a professional manner that promotes the aggressive growth and development of Lindt, Ghirardelli, Russell Stover...

  • Territory Sales

    1 week ago

    Montréal, Canada The Wagon & Co Full time

    **Position Overview** We're seeking a dynamic, results-driven Territory Manager to drive revenue growth and expand our market presence across Québec, with opportunities for future expansion into other markets. This role offers the unique opportunity to help build a new premium brand while gaining hands-on experience in beverage sales, relationship building,...

  • Territory Sales Manager – Montreal Market

    2 days ago

    montréal, Canada Sales Talent Inc. Full time

    Join a national leader in sustainable industrial packaging solutions with more than three decades of success and a rapidly expanding presence across North America. This is a high-impact field-based role where you will manage a strong existing book of business while driving new growth across the Greater Montreal market.As a Territory Sales Manager, you will...

  • Territory Sales Manager

    2 weeks ago

    Montréal, Canada Yale Industrial Trucks Inc. Full time

    **Territory Sales Manager** **Summary** Reporting to the Sales Director, the **TSM**’s core mission will be to acquire new materials handling customers through intensive sales activities to gain personal meetings. They will target businesses within their defined territory to identify and qualify opportunities and when appropriate enter into a sales...

  • Territory Sales Manager

    1 week ago

    Montréal, Canada Snap-on Tools of Canada Co. Full time

    Snap-on Incorporated is a leading global developer, manufacturer and marketer of tool and equipment solutions for professional tool users. Founded in 1920, Snap-on is a $2+ billion, S&P 500 Company headquartered in Kenosha, Wisconsin and employs approximately 12,000 worldwide. **Position Summary**: We currently have an opening for a Territory Manager for...

  • Territory Sales Manager

    6 days ago

    Montréal, Canada Aurum Group Full time

    **Territory Sales Manager** We are Canada’s leading supplier of state-of-the-art fixed orthodontic products. We are committed to delivering exceptional service in every interaction, every day. We offer our employees a team-oriented atmosphere, fast-paced environment, on-going training, and a complete benefits package. **Why join us?** We are currently...

  • Retail Sales Merchandiser

    6 days ago

    Montréal, Canada Wonderful Sales Full time

    Company Description Wonderful Sales is the sales and merchandising organization for The Wonderful Company - but you may know us as Wonderful Pistachios, FIJI Water, POM Wonderful, Teleflora, Wonderful Halos, and JUSTIN Wine. We currently have a great opportunity for a Retail Sales Merchandiser in the Montreal, QC, Canada territory. The Wonderful Sales...

  • Territory Sales Representative

    4 days ago

    Montréal, Canada Keurig Dr Pepper Full time

    **Overview**: Représentant, Ventes de territoire** Relevant du directeur, Ventes régionales, le/la titulaire du poste sera axé sur les résultats et la recherche de solutions, avec un fort désir de maximiser les ventes de KDP sur le territoire assigné du grand montréal. Pour ce faire, il doit être capable d'identifier les lacunes et les opportunités...

  • Sales Territory Manager

    6 days ago

    Montréal, Canada Shouldice Stone Full time

    **Opportunity: Territory Manager, Province of Quebec** **Location**: Home-based in Quebec with periodic travel to Head Office in Shallow Lake, Ontario Shouldice Stone is a growing Canadian manufacturer of high-quality masonry products. As part of our continued growth, we are seeking an experienced and relationship-focused Territory Manager to oversee and...

  • Retail Sales Merchandiser

    2 weeks ago

    Montréal, Canada Wonderful Sales Full time

    Company Description Wonderful Sales is the sales and merchandising organization for The Wonderful Company - but you may know us as Wonderful Pistachios, FIJI Water, POM Wonderful, Teleflora, Wonderful Halos, and JUSTIN Wine. We currently have a great opportunity for a Retail Sales Merchandiser in the North Shore/Eastern Montreal, Canada area. The Wonderful...