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 " rel="nofollow noreferrer noopener">

The Opportunity

We’re looking to fill an open role 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

Requirements

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

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

• 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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – " rel="nofollow noreferrer noopener"> Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.