Sales Associate

Aviso Wealth • Toronto, ON

12d • CA$55,000 - CA$65,000 • Hybrid

About The Position

Aviso is seeking a Sales Associate to join their NEI Sales team. This role is responsible for assisting the team in achieving sales targets within a defined territory. Key responsibilities include booking meetings, event management and coordination, processing marketing materials, and obtaining compliance approvals. The ideal candidate will embody Aviso's values of service, execution, and collaboration, focusing on client needs, goal achievement, and teamwork.

Requirements

• Post-secondary degree/diploma in Business Administration or related field
• 1+ year experience in a coordinator or sales support position
• An interest and curiosity in capital markets
• Strong computer skills including the MS Office suite of application
• Strong organization and time management skills
• Ability to prioritize and resolve issues
• Team player with a passion for Responsible Investing
• Great attitude with the ability to develop business relationships
• Fluent communication skills in English are required

Nice To Haves

• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
• Salesforce experience ideal
• expectation is to complete RIS designation
• bilingual skills in French are an asset

Responsibilities

• Working closely with the broader team to ensure that all Investment Advisors in the territory are being serviced by scheduling and confirming regular one-on-one meetings and branch presentations with their respective Wholesaler
• Event Coordination including organizing seminars (Seminars, Road Show & Webcast includes both virtual & person)
• 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
• Ensure integrity of data in CRM (Sales Force) (New Advisor onboarding and journey mapping)
• Support 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

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree