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? Are you looking to build a career in the financial industry, specifically sales? 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. 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. 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. 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. 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. 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 . We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. 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.