Territory Sales Assistant

Found in: Talent CA C2 - 2 weeks ago

Montreal, Canada IA Clarington Inc. Full time

Description

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.

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