Posted 4 days ago
Territory Coordinator
@ Franklin Templeton
Toronto, Ontario
Overview
Franklin Templeton is hiring a Territory Coordinator (Sales Associate) in Toronto to support the territory sales team, coordinating promotional events, advisor follow-up and CRM records. The role is full-time, hybrid with 4 days onsite per week, and pays $46,000-$60,000 per year depending on location, experience and discretionary bonus.
Pay:
$46,000–$60,000 a year
Responsibilities:
- Plan promotional activities and client appreciation events
- Track event attendance, engagement and sales results
- Coordinate advisor follow-ups and territory initiatives
- Process sales practice requests in line with NI 81-105
- Keep client information accurate in the CRM database
Requirements summary:
- Post-secondary degree or diploma in business or related discipline
- Intermediate to advanced MS Outlook, Word and Excel
- Highly organized with strong attention to detail
- Exceptional communicator with strong time management
- 1-year financial industry experience preferred
- French fluency an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-09
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-11-13
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | IFIC mutual funds course, CSC |
| Education | College diploma (preferred), Bachelor’s degree (preferred) |
| Fields of study | business |
| Perks mentioned | Generous paid time off, Flexible hours, Generous parental leave, Retirement plan, Tuition support, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Franklin Templeton
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Helping investors navigate global markets for over 75 years. We are your trusted partner for what’s ahead™.
Full company description
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: View our Terms and Conditions at: https://www.franklinresources.com/resources/social ©Franklin Templeton. All rights reserved.
- LinkedIn followers
- 368,889
- People associated on LinkedIn
- 11,156
- Reported office locations
- 1 Franklin Pkwy, San Mateo, California 94403, US
- 200 King St W, Toronto, Ontario, CA
- 7 Temasek Blvd, Singapore, Singapore 038987, SG
- 3355 Data Dr, Rancho Cordova, CA 95670, US
- 62/F Two IFC, 8 Finance Street, Hong Kong, HK
- 1 Madison Ave, New York, NY 10010, US
- 100 International Dr, Baltimore, Maryland 21202, US
- 300 SE 2nd St, Fort Lauderdale, Florida 33301, US
- 55 Old Bedford Rd, Lincoln, Massachusetts 01773, US
- 444 S Flower St, Los Angeles, California 90071, US
- 100 Matsonford Rd, Radnor, Pennsylvania 19087, US
- 3645 Trust Dr, Raleigh, North Carolina 27616, US
- 47 W 200 S, Salt Lake City, Utah 84101, US
- 2700 Camino Ramon, San Ramon, California 94583, US
- 101 John F Kennedy Pkwy, Short Hills, New Jersey 07078, US
- 100 Fountain Pkwy N, St Petersburg, Florida 33716, US
- 100 First Stamford Pl, Stamford, Connecticut 06902, US
- 1133 Connecticut Ave NW, Washington, District of Columbia 20036, US
- 1220 N Market St, Wilmington, Delaware 19801, US
- 335 8 Ave SW, Calgary, Alberta T2P 1C9, CA
- 1002 Sherbrooke St West, Suite 1940, Montreal, Quebec H3A 3L6, CA
- 200 King Street West, Suite 1500, Toronto, Ontario M5H 3T4, CA
- 5000 Yonge St, Toronto, Ontario M2N 7E9, CA
- Avenida Paseo de La Reforma 342 piso 8, Colonia Juarez, DF 06600, PE
- Calle Ingeniero Butty 220, Quilmes, Buenos Aires Province, AR
- Dubai International Financial Centre, Gate Building, East Wing, 2nd Floor, U.A.E. P.O. Box 506613, Dubai, AE
- Kildare House, The Oval, 1 Oakdale Road, Newlands, Cape Town 7700, ZA
- Universitätsring, Vienna, 1010, AT
- Mainzer Landstraße 16, Frankfurt, Hesse 60327, DE
- 20 rue de la Paix, Paris, 75002, FR
- Via Guglielmo Marconi, Florence, IT
- 8a, Rue Albert Borschette, Luxembourg, L-1246, LU
- Przemyslowa 3, Poznan, PL
- Rondo ONZ 1, Warsaw, Mazowieckie 00-124, PL
- Calle de José Ortega y Gasset, Madrid, Community of Madrid 28006, ES
- Blasieholmsgatan 5, Stockholm, Stockholm County 111 48, SE
- Stockerstrasse 38, Stadtkreis 2, Zurich 8002, CH
- 5 Morrison Street, Edinburgh, Scotland EH3 8BH, GB
- 2nd Floor, Toronto Square, Infirmary Street, Leeds, GB
- Cannon Place, 78 Cannon Street, London, GB
- Avenue Marnix 28, Brussels, Brussels Region 1000, BE
- 1051 Budapest, Budapest, HU
- 126 Pembroke Road, Dublin City, County Dublin D04, IE
- World Trade Center Amsterdam, H-toren, 16e verdieping, Zuidplein 134, Amsterdam, NL
- Sucursala Bucuresti, Premium Point, 78-80 Buzesti Street, District 1, Bucharest, RO
- Karadžičova 8 a, Ružinov, Bratislava 82108, SK
- Level 19, 101 Collins Street, Melbourne, AU
- Level 30, Aurora Place, 88 Phillip Street, Sydney, AU
- Beijing Representative Office, Suite 1100, Beijing, CN
- 701C, Citigroup Tower, 33 Hua Yuan Shi Qiao Road, Shanghai, CN
- Business categories
- Wealth Management
- Information Technology
- Angel Investment
- Hedge Funds
- Medical Device
- Professional Services
- Management Consulting
- Financial Services
- Venture Capital
- Crowdfunding
- Other recorded names
- Franklin Templeton
- Specialties
- By bringing together multiple
- specialized investment teams in a single firm
- we are able to offer investment expertise across styles and asset classes
- all supported by the strength and resources of one of the world’s largest asset managers.
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | San Mateo, California |
| Organization type | Public Company |
| Year founded | 1947 |
| Specialties | By bringing together multiplespecialized investment teams in a single firmwe are able to offer investment expertise across styles and asset classesall supported by the strength and resources of one of the world’s largest asset managers. |
| Open jobs on Jobsy | 5 |
| View page |
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
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.
What Will Help You Be Successful in This Role
Essential
- Post-secondary degree or diploma in business or related discipline
- Intermediate to advanced knowledge of MS Outlook, Word, and Excel
- Highly organized, capable of balancing multiple priorities and initiatives while maintaining a strong attention to detail.
- Proactive and accountable, taking ownership of tasks and ensuring important items do not fall through the cracks.
- Highly motivated and thrive in a fast-paced environment.
- Exceptional communicator with strong time management skills.
- Focused on effective communication and interpersonal skills, over the phone and in person.
- Team player who leads by example.
- Willingness to pursue new and creative ideas, and the motivation, energy and dedication to achieve results.
- Passionate about the financial markets with an interest in continuous learning.
Preferred
- 1-year financial industry experience preferred
- Knowledge of the mutual fund industry and Franklin Templeton products
- Completion of IFIC mutual funds course or CSC is an asset.
- Given the breadth of Franklin Templeton’s coverage support model, fluency in written and spoken French is an asset.
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.
#LI-Hybrid
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Flexible medical, dental, and vision insurance options to support your overall well-being
- Corporate Pension Plan to help you plan confidently for the future
- Employee Stock Investment Plan (ESIP) with opportunities to build long-term financial value
- Opportunity to purchase company funds with no sales charge
- Competitive vacation package, including three annual personal days
- Company-paid short-term and long-term disability coverage
- Education assistance programs to support your ongoing growth (available in select locations)
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.
This posting is for an existing vacancy.
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.
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