Sales Associate in Wealth Management

Step into a rewarding career as a Sales Associate at Aviso in Toronto, Ontario. This hybrid role emphasizes collaboration and service excellence in supporting sales functions.

In this position within the NEI Sales team, you will work closely with the Manager, Sales Support to enhance client relations and achieve sales targets. Responsibilities include managing meetings, organizing events, and processing compliance approvals while contributing positively to the team culture.

Key Responsibilities:
• Coordinate secretarial support for Investment Advisors
• Facilitate seminars and roadshows for clients
• Address inquiries related to services offered
• Obtain approvals for marketing activities with compliance
• Maintain Salesforce data integrity and reporting support

Requirements:
• Degree/diploma in Business Administration or equivalent
• At least 1 year in sales support or coordination
• Completion of t...