At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world! 

Horaire HYBRIDE au bureau de Montréal – 3 jours par semaine

Maîtrise du français – parlé et écrit – essentielle

À propos du service :

L’équipe des ventes au détail renforce les relations avec les conseillers et stimule la croissance des ventes en offrant un service de haute qualité et un soutien efficace pour le territoire. L’équipe collabore étroitement avec les directeurs des ventes externes, les partenaires en marketing et diverses parties prenantes internes afin de fournir des activités de vente organisées, réactives et percutantes. Les membres de l’équipe évoluent dans un environnement dynamique et collaboratif, et bénéficient d’une exposition à des initiatives nationales, à des stratégies d’engagement des conseillers et à l’ensemble de l’industrie du placement.

Comment vous ajouterez de la valeur :

• Coordonner les rencontres avec les conseillers et soutenir l’accès du directeur des ventes externe au territoire.

• Planifier des tournées promotionnelles, ateliers et événements d’appréciation en collaboration avec les partenaires en marketing.

• Traiter les demandes liées aux pratiques de vente tout en maintenant la conformité réglementaire et interne.

• Mettre à jour et maintenir l’exactitude des données clients dans le système de gestion de la relation client (CRM).

• Répondre aux demandes des conseillers et gérer les tâches quotidiennes du territoire.

• Relier les activités de vente et de marketing afin d’optimiser l’impact dans le territoire.

• Diriger les réunions d’équipe hebdomadaires pour améliorer l’efficacité et la cohérence.

• Contribuer à des projets spéciaux et à des programmes nationaux.

• Participer ou apporter du soutien lors d’événements locaux et nationaux, au besoin.

Ce qui vous aidera à réussir dans ce rôle :

• Maîtrise du français – parlé et écrit – essentielle

• Diplôme universitaire ou collégial en administration ou dans un domaine connexe

• Cours sur les fonds communs de placement de l’IFIC ou Cours sur le commerce des valeurs mobilières au Canada (CCVM) — un atout

• 1 à 2 ans d’expérience en service à la clientèle; expérience dans le secteur financier préférée

• Connaissance de l’industrie des fonds communs de placement et des produits Franklin Templeton

• Maîtrise de Microsoft Outlook, Word et Excel

• Excellentes aptitudes en communication et en gestion du temps

• Capacité à collaborer et à diriger par l’exemple

• Créativité, initiative et motivation à produire d’excellents résultats

• Intérêt pour les marchés financiers et le perfectionnement professionnel continu

Franklin Templeton offre aux employés une gamme complète et concurrentielle de récompenses globales—monétaires et non monétaires—conçues pour soutenir leur bien‑être et reconnaître leur temps, leurs talents et leurs résultats. En plus du salaire de base, les employés sont admissibles à une prime annuelle discrétionnaire et à des récompenses de reconnaissance. Nous offrons également un régime complet d’avantages sociaux, comprenant diverses options de soins de santé concurrentielles, des assurances et prestations d’invalidité, un programme d’investissement en actions pour les employés, des ressources d’apprentissage, des programmes de développement de carrière, un remboursement de certains frais de formation, ainsi que des congés payés (vacances / jours fériés / maladies / congés familiaux ou de proches aidants / deuil / bénévolat) et un programme de mieux‑être motivant.  La fourchette horaire prévue pour ce poste se situe entre 27.50 $ et 30.00 $, selon l’emplacement et le niveau d’expérience pertinent.

HYBRID schedule in Montreal office - 3 days per week

French fluency – spoken and written - essential

About the department:

The Retail Sales Team strengthens advisor relationships and drives sales growth by providing high‑quality service and territory support. The team collaborates closely with wholesalers, marketing partners, and internal stakeholders to deliver organized, responsive, and impactful sales activity. Team members work in a fast‑paced, supportive environment and gain exposure to national initiatives, advisor engagement strategies, and the broader investment industry.

How you will add value:
 

• You will coordinate advisor meetings and support the Wholesaler’s access to the territory.
• You will plan roadshows, workshops, and appreciation events with marketing partners.
• You will process sales practice requests while maintaining regulatory and internal compliance.
• You will update and maintain accurate client data in the customer relationship management system.
• You will respond to advisor inquiries and manage day‑to‑day territory tasks.
• You will connect sales and marketing activities to maximize territory impact.
• You will lead weekly team meetings to improve efficiency and consistency.
• You will contribute to special projects and national programs.
• You will attend or support local and national events as needed.

What will help you be successful in this role:

• French fluency – spoken and written – essential

•Degree or diploma in business or a related field
• IFIC Mutual Funds Course or Canadian Securities Course (CSC) an asset
• 1–2 years of customer service experience; financial industry exposure preferred
• Understanding of the mutual fund industry and Franklin Templeton products
• Proficiency in Microsoft Outlook, Word, and Excel

• Strong communication and time‑management capabilities
• Ability to collaborate and lead by example
• Creativity, initiative, and drive to deliver strong results
• Interest in financial markets and ongoing professional development

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering ) and a motivational wellbeing program. We expect the hourly range for this position to range between $27.50 - $30.00, depending on location and level of relevant experience.

#ASSOCIATE

#LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.  Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Highlights of our benefits include:

• Flexible medical, dental and vision insurance

• Corporate Pension Plan

• Employee Stock Investment Program

• Purchase company funds with no sales charge

• Competitive vacation package that includes three annual personal days

• Company paid short-term and long-term Disability Insurance

• Education assistance

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

This posting is for an existing vacancy.

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