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Sales Associate

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Franklin Templeton

Jan 2

  • Job
    Full-time
    Entry Level
  • Sales & Business Development
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You need a business degree/diploma, financial experience, MS Office skills, IFIC or CSC completion, mutual fund knowledge, and fluency in French is a plus.
  • You will coordinate meetings, organize events, manage sales requests, maintain client data, respond to inquiries, lead team meetings, and support sales and marketing activities.

Requirements

  • Post-secondary degree or diploma in business or related discipline
  • Financial industry experience preferred
  • Intermediate to advanced knowledge of MS Outlook, Word, and Excel
  • Completion of IFIC mutual funds course or CSC is an asset
  • Knowledge of the mutual fund industry and Franklin Templeton products
  • Given the breadth of Franklin Templeton’s coverage support model, fluency in written and spoken French is an asset

Responsibilities

  • Facilitate the Wholesaler’s access to existing Investment Advisors within a defined sales territory, which includes scheduling and coordination of individual and/or group meetings.
  • Proactively plan and organize business promotional activities and client appreciation events, including roadshows, workshops, and conferences on behalf of the team, in partnership with marketing.
  • Administer and process all sales practice requests, while remaining compliant both with the National Instrument 81-105 and Franklin Templeton’s internal compliance policies.
  • Ensure client-related information is captured accurately in our client relationship management (CRM) database.
  • Manage day-to-day tasks, including responding to inquiries from advisors, coordinating with internal/external partners, and fulfilling promotional requests.
  • Act as a conduit to all sales and marketing activities to ensure maximum impact in the defined sales territory.
  • Lead weekly team meetings, while ensuring efficiency, innovation and consistency in territory management.
  • Opportunity to participate in special projects and national initiatives.
  • Opportunity for travel and/or on-site presence and support for various local or national events.

FAQs

What is the duration of the Sales Associate position?

The Sales Associate position is a 6-month contract.

What are the primary responsibilities of the Sales Associate?

The Sales Associate is responsible for facilitating access to investment advisors, organizing promotional activities, processing sales practice requests, managing client information in the CRM database, responding to inquiries, and leading team meetings.

Is financial industry experience required for this position?

Financial industry experience is preferred but not explicitly required.

What educational qualifications are ideal for this role?

A post-secondary degree or diploma in business or a related discipline is ideal.

What software knowledge is needed for the Sales Associate position?

Intermediate to advanced knowledge of MS Outlook, Word, and Excel is required.

Is fluency in French beneficial for this role?

Yes, fluency in written and spoken French is considered an asset.

Will there be opportunities for travel in this position?

Yes, there are opportunities for travel and on-site support for various events.

What qualities are successful candidates expected to have?

Successful candidates will be highly motivated, effective communicators, time managers, team players, and passionate about financial markets.

Are there opportunities for involvement in special projects?

Yes, there is an opportunity to participate in special projects and national initiatives.

Does Franklin Templeton provide equal employment opportunities?

Yes, Franklin Templeton is committed to providing equal employment opportunities to all applicants and employees, regardless of various factors such as age, gender, race, and more.

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Franklin Templeton

Global asset manager focused on delivering better client outcomes for over 75 years. Hello progress.

Finance
Industry
5001-10,000
Employees
1947
Founded Year

Mission & Purpose

Franklin Resources, operating under the brand name Franklin Templeton, is a global investment management company headquartered in San Mateo, California. Their primary objective is to provide investment solutions and expertise to individual and institutional investors worldwide. With a legacy spanning over seven decades, their ultimate mission is to deliver exceptional investment results while maintaining the highest level of integrity and commitment to their clients. Franklin Templeton aims to empower investors to achieve their financial goals by offering a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), and discretionary portfolios, while adhering to their core values of putting clients first, acting with accountability and transparency, and fostering a culture of collaboration and innovation. Their purpose is to help investors navigate the complexities of the financial markets and make informed investment decisions that align with their long-term objectives.

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