Regional Sales Coordinator

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

Job summary

A leading financial services company is seeking a Regional Sales Coordinator in Vancouver to support the Retail Distribution Sales Team. This role involves managing schedules, coordinating events, and ensuring strong client relationships. Ideal candidates are team players with excellent communication skills and a passion for financial markets.

Qualifications

• Advanced knowledge of MS Word, Outlook, and Excel.
• Excellent communication skills, both written and verbal.
• Professional telephone manner with strong organizational skills.

Responsibilities

• Manage wholesaler calendar and schedule client meetings.
• Coordinate territory events and prepare reports.
• Facilitate team meetings and support sales strategies.

Skills

Communication

Organizational Skills

Initiative

Attention to Detail

Team Collaboration

Education

Related post-secondary education

Tools

MS Word

Outlook

Excel

CRM system

Concur

Salesforce

Job description

Regional Sales Coordinator page is loaded

Regional Sales Coordinator

Apply locations Vancouver, BC time type Full time posted on Posted 13 Days Ago job requisition id 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 Us

Invested in Discipline.

At AGF, our approach is defined by three principles: S hared I ntelligence , M easured A pproach and Active A ccountability .

Together, they create a disciplined process that is transparent, repeatable, and deeply woven into our DNA – delivering consistent outcome to our clients, whatever tomorrow may bring.