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Sales Assistant

2 weeks ago

Edmonton, Canada Red Seal Financial Ltd. Full time

**Marketing & Sales Assistant**
**Red Seal Financial Ltd. - Edmonton, AB**

**About Red Seal Financial Ltd.**:
At Red Seal Financial Ltd., we empower our clients to achieve their financial dreams through personalized, comprehensive financial planning. Built on trust, integrity, and long-term relationships, our firm is dedicated to making a meaningful impact in our clients' lives.

We are a growing firm, primarily built through referrals, but we are now ready to expand through proactive marketing and sales strategies. To achieve this, we are looking for a **Marketing & Sales Assistant** who will help us enhance our brand visibility and amplify our sales activity.

This is an exciting opportunity for a motivated, entrepreneurial individual to play a **key role in our expansion**, working directly alongside a **Certified Financial Planner** to elevate both our client service excellence and business growth.

**Position Overview: Be a Key Player in Our Growth**

You’ll be more than just an assistant; you’ll be an integral part of the team, contributing your creativity, initiative, and expertise to help us **reach new heights**.

**Key Responsibilities: Your Impact Will Be Direct and Meaningful**

**Client Meeting Support: Be the Right Hand**
- Attend **client meetings** alongside the Certified Financial Planner.
- Capture **key discussion points and action items** with meticulous notes.
- Prepare **meeting agendas and supporting materials** to ensure productive discussions.
- Draft and send **concise meeting summary notes** to clients post-meeting.

**Client Relationship Management: Build Lasting Connections**
- Proactively **schedule and confirm** client and prospect meetings, managing the advisor’s calendar.
- **Follow up** with clients post-meeting to ensure all action items are completed.
- Serve as a **secondary point of contact** for client inquiries, ensuring prompt responses.
- **Foster strong, trusting relationships** with clients through exceptional service.

**Marketing & Business Development: Drive Our Growth**
- Research and identify **prospective clients** and business development opportunities.
- Craft **compelling marketing materials, presentations, and proposals** to attract new clients.
- Manage and update the company’s **website and social media presence**.
- Generate **leads** and book **initial consultations**, playing a direct role in business growth.

**Administrative Support & Workflow Management: Keep Us Organized**
- Maintain **client files and records** with accuracy and organization.
- Manage **CRM system (Equisoft)**, ensuring data integrity and effective client tracking.
- Coordinate seamlessly with our **administrative assistant**, delegating tasks efficiently.

**Compliance & Industry Knowledge: Stay Ahead of the Curve**
- Keep up with **industry trends, regulations, and best practices** in financial services.
- Adhere to all **compliance requirements** and ethical standards.
- Maintain meticulous records of all activities for compliance and reporting purposes.

**Deliverables Management**:

- Create and track a **prioritized list of deliverables** for the advisor.
- Provide daily updates on outstanding **tasks and deadlines**.
- Ensure timely completion of **critical action items**.

**What You Bring to the Table**
- **Post-secondary education** in business, marketing, finance, or a related field.
- **1-3 years of experience** in financial services, wealth management, marketing, or sales is highly desirable.
- **Exceptional communication skills** (written and verbal) with the ability to build strong client relationships.
- **Strong organizational and time management skills**, with the ability to prioritize tasks effectively.
- A **keen eye for detail** and commitment to accuracy.
- **Proven initiative-taking skills** and ability to work independently.
- Proficiency in **Microsoft Office Suite** (Word, Excel, PowerPoint, Outlook).
- Experience with **CRM software (Equisoft preferred)** is an asset.
- Ability to handle **confidential information** with discretion and professionalism.
- **Client-centric mindset** and a passion for delivering high-quality service.
- **Willingness to pursue** industry designations or certifications (e.g., **LLQP, CFP**) is a strong plus.
- A **positive, can-do attitude**, strong work ethic, and a commitment to contributing to a growing team.

**Why Join Red Seal Financial?**
- **Growth Opportunity**: Play a key role in our expansion with room for career advancement.
- **Direct Impact**: Your work will directly influence our firm's success and the financial well-being of our clients.
- **Mentorship & Learning**: Work alongside and learn from an experienced **Certified Financial Planner**.
- **Collaborative Environment**: Join a supportive, **growth-oriented** team where your contributions are valued.
- **Continuing Education Support**: We encourage and support professional development and certifications.

**To Apply: Let’s Connect**

We want to hear f