Sales Coordinator in Wealth Services

Enhance our sales team as a Sales Associate, focusing on event coordination and client interaction. Help achieve sales targets and streamline service delivery within your territory.

This role is part of the NEI Sales team and reports to the Manager, Sales Support. You'll work closely with Investment Advisors to schedule meetings, organize events, and respond to client inquiries. Your commitment to excellence will help strengthen partnerships and enhance client satisfaction.

Key Responsibilities:

• Coordinate meetings for Investment Advisors effectively

• Manage logistical details for seminars and events

• Provide timely responses to client inquiries

• Work with compliance for necessary approvals

• Maintain CRM data for accuracy and ease of use

Requirements:

• Post-secondary education in Business Administration

• Minimum 1 year experience in sales support

• Completion of Canadian Securities Course (CSC) preferred

• Strong MS Office and Salesforce skills

• Fluent in English;
French language proficiency is advantageous

Leverage your skills in sales coordination to contribute to client-centric initiatives in wealth management.
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