Sales Coordinator (Inside Sales Support)
$93k - $113k per yearAviso Wealth
As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We’re looking to fill an opening for a Manager, Sales Support to join our AM Wealth Distribution team.
This role requires you to perform essential duties 1-3 days per week in your assigned Aviso Office.
Reporting to the Director of Inside Sales the Manager, Sales Support is responsible for leading and overseeing the Sales Associate team, ensuring smooth operation and exceptional support for the sales processes. This role requires a combination of strong leadership, excellent communication, and outstanding organizational skills to optimize team performance and foster strong relationships with cross-functional teams. In this role, you will be responsible for implementing best practices and procedures, providing ongoing coaching and professional development for Sales Associate team, and coordinating sales events across the country.
We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
- You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
- Day to day supervision of the Sales Associate team ensuring efficient and high-quality work output
Collaborate with the Director, Inside Sales, in recruiting, hiring, and onboarding new sales support talent
Implement best practices and procedures for the Sales Associate team to optimize processes and enhance overall team performance
Provide ongoing coaching and professional development for the Sales Associate team to ensure that they meet expectations and targets
Coordinate and manage sales events across the country, including logistics, promotions, and post-event analysis
Oversee sales and activity reporting, regularly presenting updates to senior management and identifying areas for improvement
Establish strong relationship with cross-functional teams, including sales, marketing, and service center, to ensure seamless collaboration and support for the sales process
Post-Secondary education in Business Administration, or related field
A minimum 5-7 years of experience in the financial industry, with a proven track record of success in sales support or a related role
Solid understanding of sales support processed, strategies, and best practices, contributing to the development and implementation of efficient systems
Exceptional attention to detail, ensuring accuracy and quality in all tasks and documentation
Strong organizational and time management skills, adept at prioritizing tasks and meeting deadlines in a fast-paced environment
Advanced proficiency in Microsoft Excel and Word, with expertise in sales data analysis and reporting
Outstanding customer service orientation, employing problem-solving skills and the ability to handle challenging situations with professionalism and empathy
Demonstrated ability to multitask effectively, managing multiple projects and responsibilities simultaneously
Familiarity with industry regulations and compliance requirements, ensuring that sales support activities adhere to relevant guidelines and standards
Fluent communication skills in English are required and bilingual skills in French are an asset
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
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 – Privacy Policies
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.
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. 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. This position is posted with an expected salary range of $93,000 - $113,000 CAD annually.
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