Sales and Administration Assistant

As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. 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.

You are consistently looking for ways to improve your personal best and see value in continuous improvement. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

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.

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.)

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
• 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 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 $55,000 - $65,000 CAD annually.