Sales Associate
Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Sales Associate to assist the NEI Sales team in achieving sales targets through booking meetings, event management, and processing marketing materials. Responsibilities Working closely with the broader team to ensure that all Investment Advisors in the territory are being serviced by scheduling and confirming regular one-on-one meetings and branch presentations with their respective Wholesaler 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 Partnering with compliance to obtain approvals on items like donations and client seminars Processing donations and sponsorship programs 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.) Integration, Coordination and completion of RFPs & RFIs Monthly & Quarterly coordination & creation of reporting packages Skills Post-secondary degree/diploma in Business Administration or related field 1+ year experience in a coordinator or sales support position Strong computer skills including the MS Office suite of application Strong organization and time management skills Ability to prioritize and resolve issues Team player with a passion for Responsible Investing; expectation is to complete RIS designation Great attitude with the ability to develop business relationships Fluent communication skills in English are required Successful completion of the Canadian Securities Course (CSC) or IFIC Operations course would be an asset Salesforce experience ideal Bilingual skills in French are an asset Benefits 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 Company Overview Powerful Notifications for People, Apps, Devices and Services It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is