A leading financial institution in Toronto is seeking a Regional Associate (Inside Sales) to proactively identify Investment Advisors and Financial Planners in the market. The position requires strong sales skills and a Bachelor's degree in Finance. Successful candidates will participate in business development activities and engage in sales campaigns while enjoying a dynamic work culture. A broad range of flexible benefits to promote employee wellbeing is also offered.
Qualifications
3 to 5 years of experience in sales or finance field.
Completion of Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) required.
Demonstrated ability to identify and qualify new leads.
Responsibilities
Identify and qualify Investment Advisors and Financial Planners.
Conduct proactive sales and business development calls.
Create and evaluate ongoing sales campaigns.
Skills
Proactive sales skills
Strong communication skills
Financial market knowledge
Leadership capability
Education
Bachelor's degree in Finance or related field
Master's degree in related field
Job description
A leading financial institution in Toronto is seeking a Regional Associate (Inside Sales) to proactively identify Investment Advisors and Financial Planners in the market. The position requires strong sales skills and a Bachelor's degree in Finance. Successful candidates will participate in business development activities and engage in sales campaigns while enjoying a dynamic work culture. A broad range of flexible benefits to promote employee wellbeing is also offered.