Temporary - Sales Associate - Asset Management

Franklin Templeton

Toronto, , Canada
Base: $27.50 - $30.00; bonus/equity: not specified...
On-site
Coordinate advisor meetings
Process sales practice requests
Update client data in crm
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals

Job Summary

  • At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
  • You will coordinate advisor meetings and support the Wholesaler’s access to the territory.
  • We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Matching Summary

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.

Salary

Base: $27.50 - $30.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Coordinate advisor meetings
  • Process sales practice requests
  • Update client data in CRM
  • Respond to advisor inquiries
  • Lead weekly team meetings

Nice-to-have

  • Deliver strong results
  • Creativity and initiative
  • Interest in financial markets
  • Ongoing professional development

Key Requirements

  • Degree or diploma in business
  • 1-2 years customer service experience
  • IFIC Mutual Funds Course or CSC an asset
  • Financial industry exposure preferred
  • Proficiency in Microsoft Outlook, Word, Excel

Work Rights

Not specified

Tailored Resume

Cover Letter