POSITION SUMMARY
Interested in making an impact within an experienced sales team targeting Canadian financial advisors?
A rewarding growth opportunity is available for a results- and action-oriented go-getter who thrives within a team.
Based out of our Toronto head office, the Regional Sales Co-ordinator will support their designated sales territory
in developing, servicing and supporting investment advisors. If you’re passionate about building relationships
and keeping a team organized, this role is for you.
RESPONSIBILITIES
-
Assist Regional Associate(s)/Regional Director(s) in booking and preparing for both in-person and virtual advisor
and branch presentations, including calendar management (note: this function may involve travel) -
Organize events and meetings, including co-ordination with venues, branch manager/admin, regional sales team,
marketing and others as needed -
Assist with outbound sales calls and direct emails to financial advisors to:
- Develop and maintain relationships with financial advisors, associates and branch contacts
- Uncover sales opportunities for our products within the financial advisor community
- Book client meetings and branch presentations
-
Route qualified opportunities to Regional Associate(s)/Regional Director(s) for further development
and closure, as appropriate
- Answer incoming inquiries (calls and emails) from financial advisors and associates
- Manage regional sales team expenses
- Maintain and update advisor profiles within Salesforce, including entering activity and opportunity details
- Assist Regional Associate(s)/Regional Director(s) with travel arrangements, as appropriate
-
Maintain knowledge of marketing materials associated with our products and value-add offerings to effectively
communicate the firm’s investment philosophy and value proposition -
Apply departmental and firm-wide business practices outlined by sales management to the regional sales and
servicing process - Actively participate in team meetings, sharing ideas, wins and challenges
REQUIREMENTS / QUALIFICATIONS
- Post-secondary university degree or college diploma
- Enthusiasm for and knowledge of the financial services landscape
- Completion of the CSI Canadian Securities Course considered an asset
- Strong communication and listening skills
- Excellent organizational skills and event management experience
- Goal-oriented and accountable
- Experience working with CRM and presentation tools
- Strong customer service orientation
- Ability to multi-task, prioritize and manage time effectively
- Ability to work effectively both on a team and independently
- Ability to accept and incorporate feedback
- Ability to handle sensitive information with confidentiality
- Experience in conducting online meetings is considered an asset
- Demonstrated initiative and commitment to process improvement
Bridgehouse Asset Managers is committed to creating and maintaining an inclusive and accessible environment
for everyone. Candidates selected for an interview will be contacted directly.
If you require accommodation during the recruitment process, please let us know.
To apply for an opening, please send a cover letter indicating your position of interest and your current resumé
to aileen.gray@bridgehousecanada.com.
