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Inside Sales Associate

Full Time | Toronto

Responsibilities

  • New Business Development: 
  • Proactively makes sales and business development calls to generate new opportunities.
  • Develops strategies to meet weekly sales targets.
  • Plans, executes, and evaluates sales campaigns by territory and dealer.
  • Engages advisors, secures meetings, and provides timely updates.
  • Service & Product Support:
  • Provides high-quality service and product support, including portfolio reviews and fund materials.
  • Identifies client needs and offers tailored solutions to strengthen partnerships.
  • Creates prospecting emails, fund comparisons, and customized communications.
  • Reporting & Client Relationship Management: 
  • Records daily activities, updates advisor profiles, and manages Salesforce (CRM) data.
  • Collaborates with the team to develop business plans and track leads and opportunities.
  • Prioritizes high-value opportunities to optimize team resources.

Critical Competencies

  • Sales Strategy – Practices a consultative approach to sales along with strong business development skills to build rapport and establish credibility with clients.
  • Technical knowledge – Confidently demonstrates knowledge of Wealth Management products and an understanding of global financial markets.
  • Persistence & Motivation – Highly motivated self-starter with an innovative approach to prospecting and growing the advisor distribution base using RPIA investment solutions.
  • Adaptability – Be able to effectively calibrate priorities and change approach and focus quickly and confidently whenever the environment or situation requires it.
  • Operational Excellence – Understands the critical importance of accuracy while remaining optimistic and focused on driving results.
  • Communication – Communicates clearly and eloquently both verbally and in writing and displays exceptional interpersonal skills when working with clients as well as team members.
  • Accountability – Embraces challenges and responsibility and takes pride in the support and work provided.

  • Teamwork – A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in however and wherever possible.

Requirements

  • Degree in Business, Finance, or a related field;
  • Minimum of two (2) to five (5) years of sales experience in the financial services, investment, or related industry, ideally with knowledge of advisor practice management;
  • Completion or progress towards industry-related courses such as CSC, IFIC, or CFP is preferred;
  • Proven experience with organizing, prioritizing, and executing individual and team sales plans and activities;
  • Experience working with a CRM system.

Additional Information:

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. 
  • Homewood Health Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
  • Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program 
  • Community outreach opportunities organized through our volunteer-led Allyship and Social committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our five core values: excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 100 employees and approximately $16 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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