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 to fill an opening for a Manager, Sales Support to join our AM Wealth Distribution team.

This role requires you to perform essential duties 1-3 days per week in your assigned Aviso Office.

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.

As oneaviso

• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
• We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

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

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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation.

Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso 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 approximately $145 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, and Montreal.

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 $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.