AVP Retail Sales

F1250 Franklin Templeton Investments Corp; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking an Assistant Vice President, Junior Wholesaler to join their dynamic sales team. This role focuses on building and maintaining relationships with investment advisors in the Southwest Ontario region. The successful candidate will leverage their strong sales acumen and financial knowledge to promote investment products and drive growth. With a commitment to employee well-being and a supportive culture, this innovative firm provides a platform for personal and professional growth. If you're passionate about financial services and eager to make an impact, this opportunity is tailor-made for you.

Benefits

Flexible medical, dental and vision insurance

Employee Stock Investment Program

Purchase company funds with no sales charge

Competitive vacation package

Company paid short-term and long-term Disability Insurance

Education assistance

Qualifications

• 6-8 years of sales experience in financial services preferred.
• Strong understanding of financial markets and investment processes.

Responsibilities

• Develop relationships with 300 advisory firms in Southwest Ontario.
• Coordinate with team members to ensure comprehensive coverage.

Skills

Verbal Communication

Written Communication

Analytical Thinking

Relationship Management

Sales Skills

Investment Acumen

Education

Bachelor’s Degree

MBA

CIMA

CFA

Tools

Morningstar

Bloomberg

Microsoft Office

Job description

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 and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide 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!

What is the Assistant Vice President, Junior Wholesaler responsible for?

The Assistant Vice President, Junior Wholesaler works as part of a sales team to achieve a specific sales target with coverage of 300 advisory relationships specific firms in Southwest Ontario. The successful candidate must reside in Hamilton / Burlington. To be successful in the role, the incumbent is an experienced financial services sales or business development professional, with strong partnership and business relationship skills.

What are the ongoing responsibilities of an Assistant Vice President, Junior Wholesaler?

1. Working with a Vice President Regional Sales, External Wholesaler to develop a thorough understanding of investment, business development and service needs of approximately 300 selected Investment Advisors by maintaining high level of contact with them through one-on-one meetings (face to face and virtual), branch meetings / presentations, and, to a lesser extent, via telephone, mail, email, and conference calls.
2. Assist in identifying all opportunities to sell and promote Franklin Templeton Investment products at the broker / dealer firm level within a sales territory and communicate those opportunities to the Assistant Vice President, Junior Wholesaler responsible for Southwest Ontario.
3. Coordinate with other team members (Inside Sales Manager, Sales Coordinator) within the defined sales territory to ensure that all Investment Advisors in the territory are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and review of the Advisor database.

What ideal qualifications, skills & experience would help someone to be successful?

1. Bachelor’s degree required, MBA and / or CIMA, CFA preferred.
2. Strong investment acumen and understanding of Financial Markets.
3. Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset.
4. 6 to 8 years related work experience in a sales environment preferred.
5. Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity.
6. Excellent verbal and written communication skills.
7. Self-driven with ability to build and manage key internal and external relationships.
8. Knowledge of relevant tools including Morningstar and Bloomberg.
9. Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook.
10. Analytical and critical thinking skills.
11. Solid understanding of the financial markets, investment process, and securities industry.
12. Good understanding of technology from social media, spreadsheets, CRMs to the use of video conferencing technology.

Note: Territory is Southwest Ontario. The ideal candidate must reside in the Hamilton / Burlington area.

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

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Benefits Include:

• Flexible medical, dental and vision insurance
• 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

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number 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.