Regional Associate

Job Number
Job Title
Regional Associate
Salary Range
54,000 + 10,000-15,000k incentive
Full Benefits, 3-week vacation, 1200 fitness, RSP
Sales & Marketing Jobs
Greater Toronto Area
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Our client develops tools and training to help advisors maximize the benefits of the financial advice and build stronger client relations. They are looking for a Regional Associate to work with the Regional Directors and sales management, to develop a business plan to prospect and service investment advisors within a designated territory.


· Outbound sales calls and direct emails to current and prospective financial advisors to:

  • Develop and maintain ongoing relationships with financial advisors
  • Uncover sales opportunities for our products within the financial advisor community
  • Book client meetings and branch presentations
  • Achieve quarterly quotas
  • Add to pipeline through research, identifying key players, generating interest, qualifying and segmenting leads

· Assist 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)

· Maintain/update advisor profiles within Salesforce, including entering activity and opportunity details


· Completion of post-secondary education in finance/business

· Strong phone presence, communication, and listening skills

· Strong customer service orientation & ability to meet quarterly quotas

· 1 year of financial services experience is an asset

Recruiter Info

Author Profile Picture

Rakel MacDonald


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