Temporary - Sales Associate - Asset Management

Franklin Templeton

Toronto, Canada
Base: $50,050.00 - $54,600.00; bonus/equity: not s...
Hybrid
Coordinate advisor meetings
Plan roadshows and events
Process sales practice requests
The Retail Sales Team strengthens advisor relationships and drives sales growth by providing high-quality service and territory support

Job Summary

  • The Retail Sales Team strengthens advisor relationships and drives sales growth by providing high-quality service and territory support.
  • Team members work in a fast-paced, supportive environment and gain exposure to national initiatives, advisor engagement strategies, and the broader investment industry.
  • Our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

Matching Summary

The Retail Sales Team strengthens advisor relationships and drives sales growth by providing high-quality service and territory support.

Salary

Base: $50,050.00 - $54,600.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Collaborate with marketing partners
  • Contribute to national programs
  • 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
  • Proficiency in Microsoft Outlook, Word, Excel
  • Strong communication and time-management

Work Rights

Not specified

Tailored Resume

Cover Letter