Regional Sales Coordinator

AGF; Vancouver; On-site; CAD 55,000 - 70,000; Full time

Job summary

AGF is seeking an enthusiastic administrative support professional for their Retail Distribution Sales Team in Vancouver. The ideal candidate will help manage team logistics, coordinate communication with clients, and support the team's overall productivity. With a focus on client satisfaction, this role promises dynamic engagement in the financial sector, perfect for individuals eager to grow their careers.

Benefits

Equal opportunity employer

Accommodations for disabilities available

Qualifications

• Experience in administrative support for sales teams is preferred.
• Strong communication skills, both written and verbal.
• Advanced knowledge of MS Office tools (Word, Excel, Outlook).

Responsibilities

• Managing the wholesaler calendar and scheduling regular client meetings.
• Coordinating territory events and preparing client reports.
• Maintaining client information in AGF’s CRM database.

Skills

Communication

Organization

Time Management

Team Collaboration

Education

Related post-secondary education

Tools

MS Word

MS Outlook

MS Excel

CRM system

Salesforce

Job description

The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.

The Team is comprised of Regional Vice-Presidents Regional Sales Managers (Wholesalers), Business Development Managers (Inside Wholesalers), and Regional Sales Coordinators.

About the role

Our Retail Distribution Sales Team has an outstanding career opportunity for you on our Vancouver team. Reporting to the District Manager you will provide administrative support to the sales team and build strong and lasting relationships.

You are a great team player, and an energetic, motivated and articulate individual. You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.

Your responsibilities:

• Managing the wholesaler calendar and scheduling regular client meetings for two regions
• Coordinating all aspects of territory events (branch meetings, appreciation and product manager presentations)
• Preparing correspondence, special mailings, client reports and managing continuing education credits for clients
• Ordering all team marketing materials & promotional items
• Sorting and prioritizing incoming emails & responding to both internal & client inquiries/requests
• Maintaining all client related information in AGF’s CRM database
• Facilitating weekly team meetings with a prepared agenda
• Team collaboration on territory sales strategies to increase gross sales
• Booking all travel (air, hotel and transportation) for the sales teams
• Preparing/presenting weekly & monthly internal team reports
• Processing expenses and oversee territory budget
• Related post-secondary education
• Advanced knowledge of MS Word, Outlook and Excel
• Excellent communication skills, both written and verbal
• Professional telephone manner
• Excellent organizational skills and attention to detail
• Ability to work well under pressure
• Ability to take initiative and work both independently and in a team environment
• Ability to learn new systems quickly (ie: CRM system, Concur and Salesforce)

Additional Strengths you may bring to the role :

• Willingness to pursue other certifications (ie: CSC, IFIC)
• Knowledge of the Mutual Fund Industry

Compensation

Total compensation of $55,000 to $70,000 depending on experience.

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.

# R11150

About the team

The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.

The Team is comprised of Regional Vice-Presidents Regional Sales Managers (Wholesalers), Business Development Managers (Inside Wholesalers), and Regional Sales Coordinators.

About the role

Our Retail Distribution Sales Team has an outstanding career opportunity for you on our Vancouver team. Reporting to the District Manager you will provide administrative support to the sales team and build strong and lasting relationships.

You are a great team player, and an energetic, motivated and articulate individual. You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.

Your responsibilities:

• Managing the wholesaler calendar and scheduling regular client meetings for two regions
• Coordinating all aspects of territory events (branch meetings, appreciation and product manager presentations)
• Preparing correspondence, special mailings, client reports and managing continuing education credits for clients
• Ordering all team marketing materials & promotional items
• Sorting and prioritizing incoming emails & responding to both internal & client inquiries/requests
• Maintaining all client related information in AGF’s CRM database
• Facilitating weekly team meetings with a prepared agenda
• Team collaboration on territory sales strategies to increase gross sales
• Booking all travel (air, hotel and transportation) for the sales teams
• Preparing/presenting weekly & monthly internal team reports
• Processing expenses and oversee territory budget

Your qualifications:

• Related post-secondary education
• Advanced knowledge of MS Word, Outlook and Excel
• Excellent communication skills, both written and verbal
• Professional telephone manner
• Excellent organizational skills and attention to detail
• Ability to work well under pressure
• Ability to take initiative and work both independently and in a team environment
• Ability to learn new systems quickly (ie: CRM system, Concur and Salesforce)

Additional Strengths you may bring to the role :

• Willingness to pursue other certifications (ie: CSC, IFIC)
• Knowledge of the Mutual Fund Industry

Compensation

Total compensation of $55,000 to $70,000 depending on experience.

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.

# R11150

About the company

AGF Master Limited Partnership (Master LP) earns its primary source of revenue from the distribution fees earned from the distributed securities to which it has distribution rights. As of December 31, 2009, Master LP had total issued and outstanding un...

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.