Marketing Associate

The Marketing Associate provides a combination of administrative, marketing, communications and sales support to our advisors.

About this role

Provides marketing support by:


  • Distributing promotional and marketing materials
  • Supporting the advisor in delivering marketing plans and strategies
  • Organizing seminars and client events
  • Managing social media presence (LinkedIn, Facebook and Twitter)
  • Providing clients with engaging marketing communications materials


Provides compliance and regulatory support by:


  • Submitting all client-facing materials for review
  • Ensuring all marketing communications materials reflect current compliance regulations


Oversees office communications/documentation by:


  • Processing incoming and outgoing mail and couriers
  • Ensuring calls, faxes and emails are responded to in a timely fashion
  • Maintaining office documents, paperwork and administration
  • Co-ordinating fulfillment of advisor requests
  • Processing and tracking office and advisor expenses


Facilitates sales and educational opportunities by:


  • Helping prepare and package sales presentation content
  • Overseeing client and advisor meetings
  • Assisting with seminars: organizing, registering participants, distributing CE certificates
  • Finalizing advisor travel arrangements
  • Maintaining advisor schedules


  • Excellent written and verbal communication skills
  • Relevant marketing communications work experience
  • Creative thinker with strong organizational skills
  • Ability to take initiative, work independently and meet deadlines
  • Experience managing office administration and expenses
  • Knowledge of Microsoft systems: Word, Excel and PowerPoint
  • Post-secondary education