Sales Associate

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Sales Associate to join our NEI Sales team.
Reporting to the Manager, Sales Support, the Sales Associate is responsible for working as part of a team to assist the team in achieving a sales target within the defined sales territory. The responsibilities will include booking meetings, event management and coordination, processing marketing materials, and obtaining compliance approvals.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• 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

Your experience and skills:

• Post-secondary degree/diploma in Business Administration or related field
• 1+ year experience in a coordinator or sales support position
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset
• An interest and curiosity in capital markets
• Strong computer skills including the MS Office suite of application
• Salesforce experience ideal
• Strong organization and time management skills
• Ability to prioritize and resolve issues
• Team player with a passion for Responsible Investing; expectation is to complete RIS designation
• Great attitude with the ability to develop business relationships
• Fluent communication skills in English are required and bilingual skills in French are an asset