Bilingual Marketing Approvals Coordinator Job in Toronto M5C3G7, Ontario Canada
We are currently recruiting for a Marketing Approvals Coordinator to join our Marketing Support team.
Marketing Support is responsible for working directly with advisors to review and approve all Assante advisor led marketing, advertising and sales communications. This involves the ongoing review of marketing communications to ensure that regulatory and business requirements, as well as branding and corporate image standards, are maintained.
Marketing Support is also charged with administering the internal dealer support and the co-operative marketing programs, including monitoring and reporting of these budgets to executive management for review.
Assante Wealth Management creates wealth and prosperity for Canadian families by providing integrated wealth management solutions through a national network of 750 professional advisors in 250 offices across Canada. Assante Wealth Management's solutions include investment advice, portfolio management, tax planning, insurance and estate planning. Assante is a fully owned subsidiary of CI Financial, a diverse group of financial services firms with $96 billion in total assets, including about $23 billion in assets under administration at February 29, 2012.
PRIMARY OBJECTIVE:
- Co-ordinate the inflow and outflow of all Assante Advisor sales communications and media submitted to marketing approvals for review, co-op requests and marketing support between Assante’s marketing, distribution services, and accounting departments.
- Based on Compliance and Branding review make recommendations to Advisors within the standard service time and ensure that Advisors implement the recommended revisions prior to print or electronic methods.
- Accept additional and unique responsibilities within the group.
RESPONSIBILITIES:
- Review and approve all client oriented sales communications –advertisements, newsletters, client letters, advisor brochures, presentations, client appreciation events, websites, web-based sales communications and media
- Maintain an exemplary service commitment to Assante advisors – educating advisors and other branch staff on policy and procedures of advisor marketing; assisting advisors whenever possible to implement their marketing plans that are consistent with Assante business standards; coordinating materials with other internal groups;
- Update advisors of revisions and/or requests based on compliance and marketing considerations
- Respond to escalated issues with regards to the review of all sales communications
- Work closely with senior management to secure approvals, track and report on marketing support payments using the ACCESS program
- Liaise with third party mutual fund companies to ensure co-op submissions follow regulatory guidelines and that reimbursements are made in a timely manner
- Maintain accurate internal files for review and reference
- Work with Advisors, marketing, and the distribution services team to recommend marketing initiatives and practices
- Critically review processes and make improvements and recommendations to improve the departments efficiency and ability to better service Advisors
- Participate in short and long terms projects, as needed
QUALIFICATION REQUIREMENTS:
Experience
- 1-3 years experience providing service in a professional environment
Education/Training
- University degree in a relevant degree or college diploma preferred
- Completion or willingness to take the CSC or the IFIC mutual funds course
Knowledge, Skills and Abilities
- Strong understanding of financial advisors and the financial advice business
- Strong knowledge of financial services industry compliance, particularly National Instrument 81-105 and its practical application
- Excellent communication skills required – both written and verbal
- Exceptional customer service skills and ability to work well with financial advisors
- Ability to interpret and apply business, compliance and regulatory guidelines to approve and improve advisor promotional requests
- Ability to recommend and provide editing and copy writing changes to improve advisors’ promotional materials and ensure adherence to Assante branding standards
- Bilingual in French and English is a must
- Excellent PC skills – Microsoft Office
- Ability to work as a team player
- Ability to handle several tasks and prioritize time sensitive items
- Ability to interact effectively with co-workers and outside individuals
WORKING CONDITIONS:
- Routine office environment
- Overtime as required
If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking on “Submit your Resume to this Job” or “Apply”.
Division/Department : Assante