Sales Associate
On-site · Toronto, Ontario, Canada
Job Summary
Sales Associate supporting the NEI Sales team at Aviso Wealth (Canada). Responsibilities include booking meetings and branch presentations for Investment Advisors, coordinating events (seminars, road shows, webcasts), handling inquiries related to products/procedures, obtaining compliance approvals, processing donations and sponsorships, maintaining CRM data (Salesforce) and assisting with onboarding, reporting, and RFP/RFI coordination. Requirements include a post-secondary degree/diploma, 1+ year in a coordinator/sales-support role, knowledge of capital markets, proficiency with MS Office and Salesforce, strong organizational skills, and English fluency with French as an asset. The role emphasizes service, execution, and collaboration within a Canadian wealth-management context, with benefits and equal opportunity employment details provided.
Required Qualifications
- 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
- Fluent communication skills in English; bilingual in French an asset
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