Posted:
8/6/2024, 5:00:00 PM
Location(s):
Alberta, Canada ⋅ Calgary, Alberta, Canada ⋅ Toronto, Ontario, Canada ⋅ Quebec, Canada ⋅ Ontario, Canada ⋅ Montreal, Quebec, Canada
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Sales & Account Management
Workplace Type:
On-site
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
The Sales Associate is a key member of the Retail Sales Team, dedicated to delivering exceptional sales and relationship management support to investment advisors. To be successful in the role, the incumbent would be an excellent communicator, have strong attention to detail, and be highly organized.
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.
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
Highly motivated and thrive in a fast-paced environment.
Exceptional communicator with strong time management skills.
Focused on effective communication and interpersonal skills, over the phone and in person.
Team player who leads by example.
Willingness to pursue new and creative ideas, and the motivation, energy and dedication to achieve results.
Passionate about the financial markets with an interest in continuous learning.
#ASSOCIATE
#LI-Hybrid
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.
Highlights of our benefits include:
Flexible medical, dental and vision insurance
Corporate Pension Plan
Employee Stock Investment Program
Purchase company funds with no sales charge
Competitive vacation package that includes three annual personal days
Company paid short-term and long-term Disability Insurance
Education assistance
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance