Senior Sales Associate

Franklin Templeton; Toronto; Hybrid; CAD 51,000 - 62,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive benefits package

Employee Stock Investment Plan

Job summary

Franklin Templeton in Toronto is seeking a Senior Sales Associate to deliver sales and relationship management support to investment advisors within a defined territory. You will coordinate meetings, organize promotional activities with marketing, and ensure compliance with NI 81-105 while maintaining accurate CRM data.

This hybrid role requires 4 days per week in the Toronto office, offers a base salary of around $51,000–$62,000 CAD plus discretionary bonus and competitive benefits, and

Qualifications

• Post-secondary degree or diploma in business or related discipline.
• 1 year financial industry experience preferred.
• Proficient in MS Outlook, Word and Excel.
• 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.

Responsibilities

• Facilitate the Wholesaler’s access to existing Investment Advisors within a defined sales territory, including coordinating group meetings.
• Plan and organize promotional activities and client events with marketing, including roadshows, workshops, and conferences.
• Process all sales practice requests, while ensuring NI 81-105 compliance and internal policies.
• Capture client-related information in the CRM database accurately.
• Manage day-to-day tasks: respond to advisor inquiries, coordinate with partners, fulfill promotional requests.
• Act as a conduit to all sales and marketing activities to maximize territory impact.
• Lead weekly team meetings and drive efficiency and consistency in territory management.
• Participate in special projects and national initiatives.
• Travel and on-site presence for events as needed.

Skills

Communication

Time management

Team player

Proactive

Education

Post-secondary degree or diploma in business

IFIC mutual funds course or CSC

Tools

MS Outlook

MS Word

MS Excel

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate 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.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

What is the Senior Sales Associate responsible for?

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.

What are the ongoing responsibilities of the Senior Sales Associate?

• Facilitate the Wholesaler’s access to existing Investment Advisors within a defined sales territory, which includes 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 both with the 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, while ensuring efficiency, innovation and consistency in territory management.
• Opportunity to participate in special projects and national initiatives.
• Opportunity for travel and/or on-site presence and support for various local or national events.

What ideal qualifications would help someone to be successful?

• 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
• Given the breadth of Franklin Templeton’s coverage support model, fluency in written and spoken French is an asset

Successful Candidates Will Be

• 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.

Work Location & Schedule:

This is a hybrid role that requires employees to work in the Toronto office 4 days per week.

Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary, designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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), and a motivational wellbeing program. We expect the annual salary for this position to range between $51,000-$62,000, depending on location and level of relevant experience and discretionary bonus.

Highlights Of Our Benefits Include

• Flexible medical, dental, and vision insurance options to support your overall well-being
• Corporate Pension Plan to help you plan confidently for the future
• Employee Stock Investment Plan (ESIP) with opportunities to build long-term financial value
• 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 to support your ongoing growth (available in select locations)

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.

This posting is for an existing vacancy.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.