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The Sales Coordinator (SC) plays an important role within by providing pre- and post-sales planning, support and relationship management. SC's contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and Business Development Managers (BDM) to develop and execute a Territory Sales Plan. The SC sets and implements routines that allow the team to work together effectively to build strong relationships with Investment Advisors that will lead to asset retention and increased sales. Specifically, SC's contact advisors to arrange meetings for the DVPs, act as the subject matter expert and administrator for all cooperative marketing requests, submit and track DVP expenses, fulfill all requests for marketing material, plan and coordinate territory events and promotional activities, generate sales reporting and lead all administrative activities for the team. A typical territory consists of approximately 1,000 advisors and a Sales Coordinator supports two Territory Sales Teams in our existing business model.
What will you do?
Calendar Management & Sales Activity - Proactively call pre-determined lists of advisors to book meetings for the DVP to ensure a high level of sales activity (a specific number booked meetings per week per DVP)
Sales Team and Relationship Activities - Build and maintain relationships with advisors and key partners, provide prompt/accurate responses to requests, assist the development and execution of the annual territory business plan
Business and Risk Management - Maintain knowledge on all rules and regulations with respect to requests/activities and ensure adherence to compliance policies, procedures and guidelines
Budget Tracking and Expenses - Assist DVPs in managing the territory budget by tracking, processing and submitting monthly expenses, advising on how the team is tracking against plan and sharing possible opportunities for savings
General Sales/ Marketing Support - Fulfill requests for marketing material (including preparation of kits) for meetings and events, generate sales reports, create marketing lists and source and track distribution of promotional items
Advisor Meetings/Client Events - Plan, source and execute territory events and, as necessary, participate on site as the coordinator of the event
General Team and Administrative Support - Collaborate with the DVP to help manage and maintain their calendar, book DVP travel and act as the team administrator
What do you need to succeed?
Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint), CRM
Strong sales and service orientation
Ability to multi-task, prioritize and work with stringent deadlines
Excellent communication skills (oral and written)
Skilled problem solver and analytical thinker
Completion of Investment Funds in Canada or the Canadian Securities Course
Mutual Funds industry experience
Knowledge of wealth management business
Experience in a banking/ investment client service capacity
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team