Sales & Events Coordinator for Wealth Management

Aviso Wealth; Toronto; On-site; CAD 55,000 - 65,000; Full time

Job summary

A leading wealth management organization in Toronto is seeking a Sales Associate to join their NEI Sales team. The role involves coordinating meetings, managing events, and supporting compliance requirements. Candidates should have a post-secondary degree and at least 1 year of sales support experience. An ability to prioritize tasks and collaborate effectively is essential. Competitive compensation is offered, with a salary range of $55,000 - $65,000 CAD annually. This position provides a dynamic work environment with opportunities for professional growth.

Benefits

Competitive compensation package

Excellent health, dental and insurance benefits

Generous vacation time

Education assistance program

Regular social events

Qualifications

• 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.
• Strong computer skills including Salesforce and MS Office.

Responsibilities

• Book meetings and manage events for Investment Advisors.
• Respond promptly to inquiries regarding products and services.
• Ensure integrity of data in CRM (Salesforce).

Skills

Client-centric solutions

Strong organization skills

Collaboration

Time management

Fluent English

Bilingual (French)

Education

Post-secondary degree/diploma in Business Administration or related field

Tools

Salesforce

MS Office Suite

Job description

A leading wealth management organization in Toronto is seeking a Sales Associate to join their NEI Sales team. The role involves coordinating meetings, managing events, and supporting compliance requirements. Candidates should have a post-secondary degree and at least 1 year of sales support experience. An ability to prioritize tasks and collaborate effectively is essential. Competitive compensation is offered, with a salary range of $55,000 - $65,000 CAD annually. This position provides a dynamic work environment with opportunities for professional growth.