Regional Sales Manager Associate
New
CanadaFull-TimeMiddle
Salary38,500 - 71,000 CAD per year
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Job Details
- Languages
- English, French
- Experience
- 2–3 years of experience in financial services, wealth management, client onboarding, sales support, or a related field
- Required Skills
- Analytical SkillsCustomer service
Requirements
- 2–3 years of experience in financial services, wealth management, client onboarding, sales support, or a related field.
- Post-secondary education in business, finance, or a related discipline, or equivalent combination of education and experience.
- Strong understanding of financial products and client account processes is highly desirable.
- Excellent organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
- Strong communication skills in both English and French (spoken and written) required.
- High attention to detail with strong analytical and problem-solving abilities.
- Proven ability to collaborate effectively with advisors, clients, and internal stakeholders.
- Comfortable working with administrative systems, documentation workflows, and digital tools.
- Strong customer service mindset with a focus on accuracy, responsiveness, and professionalism.
- Ability to adapt quickly to changing priorities and maintain performance under pressure.
Responsibilities
- Support Regional Sales Managers and Private Bankers by driving post-sale execution and improving client conversion to funded accounts.
- Manage the end-to-end onboarding process, including account openings, transfers, maintenance requests, and required documentation.
- Liaise directly with clients to collect missing information, provide updates, and ensure smooth progression through onboarding stages.
- Review documentation for accuracy and completeness to reduce delays, rework, and compliance risks.
- Coordinate onboarding workflows and proactively track progress across multiple client files and stakeholders.
- Support internal teams by resolving onboarding issues and removing operational barriers to completion.
- Maintain organized records and contribute to reporting, process improvements, and workflow optimization initiatives.
- Provide guidance to partners on onboarding requirements, documentation standards, and best practices.
- Deliver a high-quality client experience through responsive and professional communication throughout the onboarding journey.
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