Aviso Wealth is hiring a
Sales Associate

Summary

The job description is for a 12-month Sales Associate contract position at Aviso Wealth Management. The role involves assisting the team in achieving sales targets within the defined sales territory, with responsibilities including booking meetings, event management, processing marketing materials, obtaining compliance approvals, and more. The ideal candidate should have relevant experience and qualifications.

Requirements

• Post-secondary degree/diploma in Business Administration or related field
• 1+ year experience in a coordinator or sales support position

Responsibilities

• Booking meetings for Investment Advisors in the territory
• Event coordination including organizing seminars, road shows, and webcasts
• Responding promptly and professionally to both written and phone inquiries regarding products, procedures, and systems
• Partnering with compliance to obtain approvals on items like donations and client seminars
• Processing donations and sponsorship programs
• Ensuring integrity of data in CRM (Sales Force)
• Supporting orientation and training
• Handling special projects or assignments as needed
• Reporting Support (National accounts, BI Tool, etc.)
• Integration, Coordination and completion of RFPs & RFIs
• Monthly & Quarterly coordination & creation of reporting packages

Preferred Qualifications

Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course

Benefits

• Competitive compensation package
• Excellent health, dental and insurance benefits
• Generous vacation time
• Fitness benefit
• Parental leave top-up options
• Matching contributions to retirement program
• Continuous improvement through learning & development and education assistance program
• Regular social events