Territory Sales Assistant page is loaded

Territory Sales Assistant

Apply locations Montreal, Quebec time type Full time posted on Posted 2 Days Ago job requisition id JR10020180

Job Description

Sales / Hybrid / Montreal / Permanent / Full-time

Are you highly organized and enjoy working closely with others to manage schedules? Do you like communicating with others as well as doing reports?

Are you looking to build a career in the financial industry, specifically sales?

This could be the perfect opportunity for you!

We are currently seeking a Territory Sales Assistant to join our Quebec Team.

Working as part of the IA Clarington Sales Team, the Territory Sales Assistant works closely with the Wholesaler and the Internal Wholesaler Team Members by providing sales support within each territory as well as ensure that the sales team adhere to compliance and expense policies.

What will you be doing?

• Schedule advisor appointments/events/internal meetings and organize required travel and accommodation needs.

• Prepare various sales and asset reports and materials required for advisor meetings.

• Maintaining and updating all advisor related information in our CRM database.

• Plan, arrange and facilitate small to mid-sized advisor events in each territory and ensure that all events are compliant with iA Clarington Investments policies and guidelines.

• Provide national sales desk with client list of attendees immediately following completion of an event to ensure CE credit certificates are issued.

• Partner with financial advisors to complete, submit and administer required co-op forms in addition to all other Sales Practices requests.

• Complete expense reports accurately and in a timely manner on our expense management system.

• Actively participate in the development and execution of territory business needs.

What will you bring to the position?

• Post -secondary education.

• 1-2 years industry experience an asset.

• Strong knowledge with experience using MS Office, Word and Excel.

• Basic knowledge in mutual funds, segregated funds, ETFs, balanced and capital markets.

• IFIC and/or Canadian Securities Course (CSC) is an asset.

• Excellent English and French language skills, both oral and written due to frequent interactions with English and French-speaking colleagues or internal partners across Canada.

Location(s)

Montreal, Quebec

Other Possible Location(s) Company

IA Clarington Inc.

Posting End Date

2024-04-27

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.

iA Among Canada's Best Employers

As a reflection of our employees' appreciation, iA once again ranked among the top employers in Canada for 2024 by Forbes. iA Financial Group is also one of the top 5 best employers in the insurance industry!

About us

At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees' wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees' appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

Spontaneous Application

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