Marketing Specialist

AGF Investments; Toronto; On-site; CAD 90,000 - 95,000; Full time

Job summary

AGF Investments is seeking a Marketing Specialist to enhance client engagement and sales effectiveness through strategic content creation and campaign development. The role involves managing marketing initiatives, planning events, and collaborating with cross-functional teams to align efforts with business goals.

Qualifications

• 3-5 years of experience in marketing within financial services.
• Strong writing skills with ability to simplify complex concepts.
• Experience in event planning and execution.

Responsibilities

• Craft email communications for financial advisors.
• Develop marketing materials tailored to financial advisors.
• Support the execution of digital and in-person events.

Skills

Content Creation

Project Management

Analytical Skills

Education

Bachelor’s degree in Marketing

Tools

Salesforce

Pardot

Cvent

Job description

Join to apply for the Marketing Specialist role at AGF Investments

Join to apply for the Marketing Specialist role at AGF Investments

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 brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

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 brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role :

We are seeking a dynamic and strategic Marketing Specialist to support marketing initiatives, including client engagement and sales team effectiveness. This role will support the creation of compelling content, planning and executing in-person and digital events, and develop targeted marketing campaigns that generate leads for our sales teams. The successful candidate will also assist in developing and implementing comprehensive marketing strategies that align with business goals and enhance overall marketing impact.

Strong project management skills, attention to detail, and technical expertise are crucial for the success of ongoing initiatives. Additionally, this role plays a key part in driving brand awareness, generating leads, and increasing engagement across various channels. The ideal candidate will be highly organized, capable of balancing multiple projects, and adept at leveraging marketing tools and technology to enhance execution and results.

Your Responsibilities :

• Email Marketing & Communications : Craft clear, compelling email communications for financial advisors, informing them of product updates and sales opportunities.
• Content Creation : Develop high-quality marketing materials, presentations, and digital content—including value-add and product updates—tailored to financial advisors and institutional clients.
• Event Planning & Execution : Support the execution of both digital and in-person events, including webinars and national road shows, while also developing engaging content to support these initiatives.
• Value Added Programs : Support the development and maintenance of educational content and programs for investors and advisors, including registered plans, investment concepts, practice management and publications under AGF’s Sound Choices program.
• Campaign Development : Assist in developing and implementing comprehensive marketing strategies across various channels and regions
• Collaborate with Cross-functional Teams : Partner with product, operations and compliance teams to ensure alignment of marketing efforts with overall business goals.
• Sales Material Updates : Ensure sales collateral, brochures, and other materials are regularly updated to reflect product changes, industry trends, and client needs.

Your Qualifications :

• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 3-5 years of experience in marketing within financial services, asset management, or wealth management.
• Solid understanding of investment and wealth management concepts.
• Strong writing and content creation skills with the ability to simplify complex financial concepts.
• Strong analytical skills with a strategic approach to lead generation and campaign effectiveness.
• Experience in event planning and execution.
• Familiarity with CRM systems and email marketing platforms such as Salesforce, Pardot, Cascade, Cvent, and Seismic.
• Self-motivated with an ability to handle multiple projects and tasks and effectively meet all timelines.
• Ability to work cross-functionally with sales, compliance, and product teams.

No unsolicited agency referrals please.

AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.

R11152

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Marketing and Sales

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