Business Development Manager (Inside Wholesaler)

AGF Investments; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Business Development Manager to enhance client relationships and drive sales in the financial services sector. This role involves proactive outreach, market research, and collaboration with regional leadership to optimize sales strategies. Candidates should possess a strong background in finance, excellent communication skills, and the ability to thrive in a team-oriented environment. Join a dynamic team that values innovation and dedication, and take your career to the next level in a rewarding and challenging role.

Qualifications

• Experience in the financial industry as a Sales Coordinator or Business Development Manager.
• Ability to create and maintain client relationships.

Responsibilities

• Collaborate with leadership to increase sales through proactive client outreach.
• Conduct market research to identify emerging needs and opportunities.

Skills

Sales Coordination

Client Relationship Management

Market Research

Communication Skills

Organizational Skills

Education

Bachelor's degree in finance

Tools

Salesforce.com

CRM Tools

Job description

Business Development Manager (Inside Wholesaler)

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About AGF:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF emphasizes responsible and sustainable practices, with investment expertise that extends globally, serving a wide range of clients including financial advisors, high-net-worth individuals, and institutional investors.

About the Team:

The Retail Sales Department provides value-added solutions and exceptional client experiences, valuing innovation, leadership, and dedication. Our growth is driven by our committed employees and disciplined investment approach.

About the Role:

You will build strong relationships with clients by identifying, selling, and cross-selling opportunities, and measuring satisfaction.

You are energetic, motivated, and articulate, with a passion for markets and customer satisfaction. Join us to build an exciting, evolving career.

Your Responsibilities:

1. Collaborate with regional leadership to increase sales and market share through proactive outbound calls with clients.
2. Support dealers and brokers with market, fund performance, management strategies, and industry trends.
3. Provide product information and materials to clients and prospects.
4. Participate in visits, seminars, road shows, conferences, and industry events.
5. Conduct regional market research to identify emerging needs and opportunities.
6. Monitor sales activity, identify trends, and suggest retention strategies.
7. Establish and maintain relationships to optimize sales.
8. Support building client relationships through meetings for regional sales leaders.
9. Utilize sales tools (CRM, Leads Module) to achieve results.
10. Stay informed on market changes and competitive advantages.
11. Maintain accurate client data in CRM.
12. Ensure compliance with governance and expense procedures.
13. Provide product and sales support to cultivate relationships and drive sales.
14. Participate in or lead client visits as required.

Your Qualifications:

• Bachelor's degree in finance or related field.
• Financial industry experience, preferably as a Sales Coordinator or Business Development Manager.
• Knowledge of Salesforce.com is a strong asset.
• Strong computer, phone, and presentation skills.
• Ability to create and maintain client relationships.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Self-motivated and a team player.

Additional Strengths:

• Completion of IFIC and CSC or equivalent.
• Thorough knowledge of securities, stock, bond markets, and mutual funds.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Financial Services, Investment Management, Venture Capital, Private Equity

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