HR Shared Services Specialist

HYBRID schedule of 4 days onsite in our Toronto office

Position Summary

The Territory Coordinator (Sales Associate) plays an integral role in supporting the success of the territory sales team by driving operational excellence, strengthening relationships with investment advisors, and supporting strategic initiatives.

Working collaboratively with the Vice-President (VP) and Associate Vice-President (AVP), the territory coordinator (sales associate) is responsible for coordinating and executing business promotional activities, supporting advisor engagement and ensuring territory priorities are effectively managed. A successful territory coordinator (sales associate) will be an excellent communicator, have strong attention to detail, and be highly organized.

How You Will Add Value

• You will proactively plan and organize business promotional activities and client appreciation events, including roadshows, workshops, and conferences on behalf of the team, in partnership with marketing.
• You will maintain accurate tracking and reporting of territory events including advisor attendance, engagement, and sales pre- and post-event.
• You will coordinate and prioritize advisor follow-up activities, ensuring timely action on key opportunities, requests, and territory initiatives.
• You will partner with territory sales professionals to monitor outstanding follow-ups, track progress and maintain accountability for timely execution.
• You will support advisor engagement by providing access to territory sales professionals and helping strengthen and maintain existing advisor relationships.
• You will manage day-to-day tasks, including responding to inquiries from advisors, coordinating with internal/external partners, and fulfilling promotional requests.
• You will lead weekly team meetings, while ensuring efficiency, innovation and consistency in territory management.
• You will administer and process all sales practice requests, while remaining compliant both with the National Instrument 81-105 and Franklin Templeton’s internal compliance policies.
• You will identify and recommend opportunities to streamline processes, enhance efficiency and improve the overall effectiveness of territory activities.
• You will partner with and foster strong collaboration across sales, marketing, and other internal teams to ensure seamless execution of territory initiatives.
• You will ensure client-related information is captured accurately in our client relationship management (CRM) database.

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 annual salary for this position to range between $46,000-$60,000, depending on location and level of relevant experience and discretionary bonus.

This posting is for an existing vacancy.