Posted:
1/30/2026, 1:10:05 AM
Location(s):
Calgary, Alberta, Canada ⋅ Alberta, Canada ⋅ Ontario, Canada ⋅ Toronto, Ontario, Canada
Experience Level(s):
Junior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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 Retail Sales Team strengthens advisor relationships and drives sales growth by providing high‑quality service and territory support. The team collaborates closely with wholesalers, marketing partners, and internal stakeholders to deliver organized, responsive, and impactful sales activity. Team members work in a fast‑paced, supportive environment and gain exposure to national initiatives, advisor engagement strategies, and the broader investment industry.
• You will coordinate advisor meetings and support the Wholesaler’s access to the territory.
• You will plan roadshows, workshops, and appreciation events with marketing partners.
• You will process sales practice requests while maintaining regulatory and internal compliance.
• You will update and maintain accurate client data in the customer relationship management system.
• You will respond to advisor inquiries and manage day‑to‑day territory tasks.
• You will connect sales and marketing activities to maximize territory impact.
• You will lead weekly team meetings to improve efficiency and consistency.
• You will contribute to special projects and national programs.
• You will attend or support local and national events as needed.
• Degree or diploma in business or a related field
• IFIC Mutual Funds Course or Canadian Securities Course (CSC) an asset
• 1–2 years of customer service experience; financial industry exposure preferred
• Understanding of the mutual fund industry and Franklin Templeton products
• Proficiency in Microsoft Outlook, Word, and Excel
• Strong communication and time‑management capabilities
• Ability to collaborate and lead by example
• Creativity, initiative, and drive to deliver strong results
• Interest in financial markets and ongoing professional development
We expect the hourly range for this position to range between $27.50 - $30.00, depending on location and level of relevant experience.
#ASSOCIATE
#LI-Hybrid
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment 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