Territory Coordinator

Job summary

The Senior Sales Associate provides sales and relationship management support to investment advisors by facilitating wholesaler access and coordinating promotional events. They are also responsible for maintaining accurate CRM data, ensuring compliance with industry regulations, and leading team meetings to drive territory performance.

Job details

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. HYBRID SCHEDULE OF 4 DAYS ONSITE IN OUR TORONTO OFFICE POSITION SUMMARY The Territory Coordinator (Sales Associate) plays an integral role in supporting the success of the territory sales team by driving operational excellence, strengthening relationships with investment advisors, and supporting strategic initiatives. Working collaboratively with the Vice-President (VP) and Associate Vice-President (AVP), the territory coordinator (sales associate) is responsible for coordinating and executing business promotional activities, supporting advisor engagement and ensuring territory priorities are effectively managed. A successful territory coordinator (sales associate) will be an excellent communicator, have strong attention to detail, and be highly organized. HOW YOU WILL ADD VALUE * You will 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. * You will maintain accurate tracking and reporting of territory events including advisor attendance, engagement, and sales pre- and post-event. * You will coordinate and prioritize advisor follow-up activities, ensuring timely action on key opportunities, requests, and territory initiatives. * You will partner with territory sales professionals to monitor outstanding follow-ups, track progress and maintain accountability for timely execution. * You will support advisor engagement by providing access to territory sales professionals and helping strengthen and maintain existing advisor relationships. * You will manage day-to-day tasks, including responding to inquiries from advisors, coordinating with internal/external partners, and fulfilling promotional requests. * You will lead weekly team meetings, while ensuring efficiency, innovation and consistency in territory management. * You will administer and process all sales practice requests, while remaining compliant both with the National Instrument 81-105 and Franklin Templeton’s internal compliance policies. * You will identify and recommend opportunities to streamline processes, enhance efficiency and improve the overall effectiveness of territory activities. * You will partner with and foster strong collaboration across sales, marketing, and other internal teams to ensure seamless execution of territory initiatives. * You will ensure client-related information is captured accurately in our client relationship management (CRM) database. WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE Essential * Post-secondary degree or diploma in business or related discipline * Intermediate to advanced knowledge of MS Outlook, Word, and Excel * Highly organized, capable of balancing multiple priorities and initiatives while maintaining a strong attention to detail. * Proactive and accountable, taking ownership of tasks and ensuring important items do not fall through the cracks. * 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. Preferred * 1-year financial industry experience preferred * Knowledge of the mutual fund industry and Franklin Templeton products * Completion of IFIC mutual funds course or CSC is an asset. * Given the breadth of Franklin Templeton’s coverage support model, fluency in written and spoken French is an asset. Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary, designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program. We expect the annual salary for this position to range between $46,000-$60,000, depending on location and level of relevant experience and discretionary bonus. This posting is for an existing vacancy. #LI-Hybrid At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. HIGHLIGHTS OF OUR BENEFITS INCLUDE: - Flexible medical, dental, and vision insurance options to support your overall well-being - Corporate Pension Plan to help you plan confidently for the future - Employee Stock Investment Plan (ESIP) with opportunities to build long-term financial value - Opportunity to purchase company funds with no sales charge - Competitive vacation package, including three annual personal days - Company-paid short-term and long-term disability coverage - Education assistance programs to support your ongoing growth (available in select locations) 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. This posting is for an existing vacancy. Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.

What you’ll do

The Senior Sales Associate provides sales and relationship management support to investment advisors by facilitating wholesaler access and coordinating promotional events. They are also responsible for maintaining accurate CRM data, ensuring compliance with industry regulations, and leading team meetings to drive territory performance.

Requirements

Candidates should possess a post-secondary degree or diploma in business and ideally have at least one year of experience in the financial industry. Proficiency in MS Office applications and knowledge of mutual funds or completion of the IFIC/CSC course is highly preferred.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Corporate pension plan
• Employee stock investment plan
• Disability coverage
• Paid time off
• Education assistance
• Parental leave
• Caregiving leave
• Volunteering leave
• Wellbeing program

Listed skills

• Time management · Preferred
• Organization · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Communication · Preferred
• Team Leadership · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship management
• Sales support
• Communication
• Attention to detail
• Organization
• CRM database management
• Event planning
• Compliance
• Time management
• Interpersonal skills
• Team leadership
• Financial markets knowledge
• MS Outlook
• MS Word
• MS Excel
• Sales Territory Management
• Continuous Development
• Relationship Management
• Time Off Management
• Effective Communication
• Self-Motivation
• Motivational Skills
• Microsoft Excel
• Artificial Intelligence
• Customer Relationship Management
• Investments
• Database Management Systems
• Sales
• Financial Services
• Financial Market
• French Language
• Marketing
• Innovation
• Interpersonal Communications
• Microsoft Outlook
• Mutual Funds
• Caregiving
• Retail Sales
• Time Management
• Vision Insurance
• Wholesaling
• Coordinating
• Detail Oriented

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Marketing
• Administrative
• Sales Associate
• Retail Sales Associate (General)
• Shop Sales Assistants
• Retail Salespersons

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