Manager, Sales Support

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Manager, Sales Support to join our AM Wealth Distribution team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.

Reporting to the Director of Inside Sales the Manager, Sales Support is responsible for leading and overseeing the Sales Associate team, ensuring smooth operation and exceptional support for the sales processes. This role requires a combination of strong leadership, excellent communication, and outstanding organizational skills to optimize team performance and foster strong relationships with cross-functional teams. In this role, you will be responsible for implementing best practices and procedures, providing ongoing coaching and professional development for Sales Associate team, and coordinating sales events across the country.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Day to day supervision of the Sales Associate team ensuring efficient and high-quality work output
• Collaborate with the Director, Inside Sales, in recruiting, hiring, and onboarding new sales support talent
• Implement best practices and procedures for the Sales Associate team to optimize processes and enhance overall team performance
• Provide ongoing coaching and professional development for the Sales Associate team to ensure that they meet expectations and targets
• Coordinate and manage sales events across the country, including logistics, promotions, and post-event analysis
• Oversee sales and activity reporting, regularly presenting updates to senior management and identifying areas for improvement
• Establish strong relationship with cross-functional teams, including sales, marketing, and service center, to ensure seamless collaboration and support for the sales process

Requirements

Your experience and skills:

• Post-Secondary education in Business Administration, or related field
• A minimum 5-7 years of experience in the financial industry, with a proven track record of success in sales support or a related role
• Successful completion of the Canadian Securities Course (CSC) is highly preferred
• Solid understanding of sales support processed, strategies, and best practices, contributing to the development and implementation of efficient systems
• Exceptional attention to detail, ensuring accuracy and quality in all tasks and documentation
• Strong verbal and written communication skills, with the ability to actively engage with individuals and groups at all levels
• Strong organizational and time management skills, adept at prioritizing tasks and meeting deadlines in a fast-paced environment
• Advanced proficiency in Microsoft Excel and Word, with expertise in sales data analysis and reporting
• A team player with the ability to work independently, demonstrating initiative and adaptability in various situations
• Outstanding customer service orientation, employing problem-solving skills and the ability to handle challenging situations with professionalism and empathy
• Demonstrated ability to multitask effectively, managing multiple projects and responsibilities simultaneously
• Familiarity with industry regulations and compliance requirements, ensuring that sales support activities adhere to relevant guidelines and standards
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $87,000 - $111,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.