Bridgehouse Asset Managers
Investment Advisor Sales Support Specialist
Job Description
Join a results-driven sales team as a Regional Sales Coordinator, specializing in supporting Canadian financial advisors. This rewarding role focuses on relationship-building and organizational support.
Operating from the Toronto office, you will assist in managing presentations, organizing events, and reaching out to investment advisors. Your role requires a blend of proactive outreach and meticulous organization to ensure success within the sales territory.
Key Responsibilities:
• Support Regional Associates with presentations and meetings
• Organize and coordinate events with relevant stakeholders
• Engage in outbound sales communications with advisors
• Maintain sales activity records in Salesforce
• Share insights and challenges during team meetings
Requirements:
• Post-secondary or college diploma required
• Knowledge of the financial services landscape preferred
• Strong verbal and written com...
Operating from the Toronto office, you will assist in managing presentations, organizing events, and reaching out to investment advisors. Your role requires a blend of proactive outreach and meticulous organization to ensure success within the sales territory.
Key Responsibilities:
• Support Regional Associates with presentations and meetings
• Organize and coordinate events with relevant stakeholders
• Engage in outbound sales communications with advisors
• Maintain sales activity records in Salesforce
• Share insights and challenges during team meetings
Requirements:
• Post-secondary or college diploma required
• Knowledge of the financial services landscape preferred
• Strong verbal and written com...