Temporary - Sales Associate - Asset Management

Franklin Templeton is advancing the investment industry by developing innovative ways to help clients achieve their goals. The Sales Associate will coordinate advisor meetings, support wholesalers, and manage territory tasks while ensuring compliance and maintaining client data.ResponsibilitiesYou will coordinate advisor meetings and support the Wholesaler’s access to the territoryYou will plan roadshows, workshops, and appreciation events with marketing partnersYou will process sales practice requests while maintaining regulatory and internal complianceYou will update and maintain accurate client data in the customer relationship management systemYou will respond to advisor inquiries and manage day‑to‑day territory tasksYou will connect sales and marketing activities to maximize territory impactYou will lead weekly team meetings to improve efficiency and consistencyYou will contribute to special projects and national programsYou will attend or support local and national events as neededSkillsDegree or diploma in business or a related field1–2 years of customer service experienceUnderstanding of the mutual fund industry and Franklin Templeton productsProficiency in Microsoft Outlook, Word, and ExcelStrong communication and time‑management capabilitiesAbility to collaborate and lead by exampleCreativity, initiative, and drive to deliver strong resultsInterest in financial markets and ongoing professional developmentIFIC Mutual Funds Course or Canadian Securities Course (CSC) an assetFinancial industry exposure preferredCompany OverviewFranklin Templeton is a investment firm that offers mutual funds for individuals and institutions. It was founded in 1947, and is headquartered in San Mateo, California, USA, with a workforce of 5001-10000 employees. Its website is http://www.franklintempleton.com.



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