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About the Role
The Senior Sales Associate is a key member of the Retail Sales Team, dedicated to delivering exceptional sales and relationship management support to investment advisors. To be successful in the role, the incumbent would be an excellent communicator, have strong attention to detail, and be highly organized.
Responsibilities
- Facilitate the Wholesaler’s access to existing Investment Advisors within a defined sales territory, including assisting in the coordination of group meetings.
- Proactively plan and organize business promotional activities and client appreciation events, including roadshows, workshops, and conferences on behalf of the team, in partnership with marketing.
- Administer and process all sales practice requests, while remaining compliant with National Instrument 81-105 and Franklin Templeton’s internal compliance policies.
- Ensure client-related information is captured accurately in our client relationship management (CRM) database.
- Manage day-to-day tasks, including responding to inquiries from advisors, coordinating with internal/external partners, and fulfilling promotional requests.
- Act as a conduit to all sales and marketing activities to ensure maximum impact in the defined sales territory.
- Lead weekly team meetings, ensuring efficiency, innovation, and consistency in territory management.
- Participate in special projects and national initiatives.
- Opportunity for travel and/or on-site presence and support for various local or national events.
Requirements
- Post-secondary degree or diploma in business or related discipline
- 1-year financial industry experience preferred
- Intermediate to advanced knowledge of MS Outlook, Word, and Excel
- Completion of IFIC mutual funds course or CSC is an asset
- Knowledge of the mutual fund industry and Franklin Templeton products
- Fluency in written and spoken French is an asset
- Highly motivated and thrive in a fast-paced environment.
- Exceptional communicator with strong time management skills.
- Focused on effective communication and interpersonal skills, over the phone and in person.
- Team player who leads by example.
- Willingness to pursue new and creative ideas, and the motivation, energy and dedication to achieve results.
- Passionate about the financial markets with an interest in continuous learning.
Skills
- MS Outlook
- MS Word
- MS Excel
- Communication
- Time Management
- Interpersonal Skills
- French Language Proficiency
Location
- Toronto
Work Type
- Hybrid
Experience Level
- 1-year financial industry experience preferred
Education Level
- Post-secondary degree or diploma in business or related discipline
- IFIC mutual funds course or CSC is an asset
Salary/Compensations
- $51,000-$62,000
Benefits
- Competitive and valuable range of total rewards, monetary and non-monetary
- Base compensation
- Annual discretionary bonus
- Recognition rewards
- Comprehensive benefits package
- Competitive healthcare options
- Insurance
- Disability benefits
- Employee stock investment program
- Learning resources
- Career development programs
- Reimbursement for certain education expenses
- Paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering)
- Motivational wellbeing program
- Flexible medical, dental, and vision insurance options
- Corporate Pension Plan
- Employee Stock Investment Plan (ESIP)
- Opportunity to purchase company funds with no sales charge
- Competitive vacation package, including three annual personal days
- Company-paid short-term and long-term disability coverage
- Education assistance programs
About the Company
- Franklin Templeton is a forward-thinking asset manager that builds dynamic relationships with clients, understands their goals, and navigates complex markets together.
- We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation.
- Our talented, global teams bring expertise that is both broad and unique.
- We offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
- At Franklin Templeton, we believe your benefits should support your life, your goals, and your future.
Equal Opportunity
- Franklin Templeton is an Equal Opportunity Employer.
- We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.