Marketing Assistant

• 2204650

Job Summary

As a Marketing Assistant, you will provide marketing and administrative support to the Financial Advisors and Sales Assistants. This position requires keen attention to detail and a drive to help our business grow.

Essential Duties and Responsibilities

• Build and maintain the CRM system by making outbound calls to track and follow-up on prospective client activities;
• Prepare client presentations with guidance from the financial advisor assistants;
• Generate and identify leads from online resources and qualify leads via cold calling;
• Set up meetings with meaningful prospects;
• Conduct research on market intelligence;
• Assist on strategizing and administrating email campaigns;
• Assist with marketing events, seminars, client meetings etc.;
• Track and follow-up on opportunities;
• Work within LinkedIn and Salesforce; and
• Other duties as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Online marketing tools including: Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter;
• Fundamental investment concepts, practices, and procedures used in the securities industry;
• LinkedIn and Salesforce is an asset; and
• CRM databases is an asset.

Skill in

• Microsoft Office with a willingness and ability to learn new applications;
• Organization, prioritization, and multi-tasking; and
• Problem solving.

Ability to

• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Work independently as well as collaboratively within a team environment;
• Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;
• Exercise tact and discretion in the handling of confidential information; and
• Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

• An undergraduate degree or diploma in business; and
• 1-2 years of sales and/or business experience.

Depending on eligibility, we offer:

• Competitive Wages
• Health Benefits Program including Life Insurance and Disability from start date
• RRSP Matching Program from start date
• Employee Stock Purchase Plan
• Paid Time Off & Other Time Off such as Volunteer Day
• Discretionary Bonuses
• Tuition Reimbursement Program
• Top Up Plan
• Employee Investment Accounts
• Flexible Work Styles