Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Sales Associate to join our NEI Sales team.
Reporting to the Manager, Sales Support, the Sales Associate is responsible for working as part of a team to assist the team in achieving a sales target within the defined sales territory. The responsibilities will include booking meetings, event management and coordination, processing marketing materials, and obtaining compliance approvals.

Who you are:

Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

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

Your experience and skills:

Post-secondary degree/diploma in Business Administration or related field
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
An interest and curiosity in capital markets
Strong computer skills including the MS Office suite of application
Salesforce experience ideal
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 and French are required

Aviso Wealth