Regional Sales Manager (External Wholesaler)

AGF Management Limited; Vancouver; On-site; CAD 85,000 - 125,000; Full time

Job summary

An established industry player is seeking a passionate Regional Sales Manager (Wholesaler) to join their dynamic Sales team in Vancouver. This role involves building strong client relationships, driving revenue opportunities, and providing exceptional product support. The ideal candidate will have a solid background in the investment industry, with proven sales abilities and effective communication skills. Join a forward-thinking firm that values innovation and personal commitment, and make a significant impact on customer satisfaction while working in a collaborative environment. This is a fantastic opportunity to grow your career in a supportive and rewarding setting.

Benefits

Variable Compensation

Benefits

Retirement Savings Plans

Qualifications

• 5+ years wholesaler experience or industry equivalent required.
• Strong knowledge of investment products and capital markets essential.

Responsibilities

• Build and maintain strong relationships with AGF’s distribution network.
• Develop account and business plans for advisors to drive sales.
• Provide effective product and sales support to cultivate relationships.

Skills

Sales Ability

Customer Relationship Building

Capital Markets Knowledge

Communication Skills

Organizational Skills

Presentation Skills

Team Player

Education

University Degree

Advanced Certification (CFA, MBA, CFP, CIM)

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Regional Sales Manager (External Wholesaler)

Regional Sales Manager (External Wholesaler)

Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id R11122

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 currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Sales Manager (Wholesaler) based out of Vancouver. The Regional Sales Manager (Wholesaler) will be an energetic, motivated, and articulate team player who is excited to make an impact on AGF’s overall customer satisfaction. In this role, the Regional Sales Manager (Wholesaler) will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.

About the Team:

Our Sales Team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have inspired confidence in our peers, investors and their financial advisors. This AGF Sales Team includes three Regional Wholesalers (External), a Business Development Manager (Internal Wholesaler), and a Regional Sales Coordinator.

Your Responsibilities:

• Establish and maintain strong relationships with AGF’s distribution network to drive revenue opportunity.
• Reach out to and service the core advisors that hold assets with AGF. Build and grow these assets and attract new advisors.
• Develop specific account and business plans for each advisor that outlines their critical success factors that ultimately results in additional sales and or a positive customer experience.
• Monitor daily, weekly, monthly and year-to-date advisor fund flows within the territory to identify trends and provide suggestions to advisors in order to retain assets.
• Provide effective product and sales support to cultivate relationships and drive sales. Achieve or exceed activity targets and sales goals.
• Proactively identify and work to implement new sales ideas, concepts and solutions. Profile advisors, uncover needs and determine cross-sell opportunities.
• Consistently maintain top levels of activity and sales results and develop/sustain strong relationships with financial advisors.
• Provide support to dealers and brokers on the market and fund performance, as well as portfolio profiles, value added programs, products and corporate updates.
• Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors. Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations.
• Create and deliver effective sales presentations and conference calls to promote AGF products.
• Manage yearly budget in order to achieve yearly objectives.
• Maintain timely and accurate records of all advisor activity.
• Weekend & evening presentations may be required.
• Travel may be required.

Your Qualifications:

• University degree preferred or equivalent work experience.
• Solid knowledge of the investment industry, combined with minimum 5 years Wholesaler experience or industry equivalent.
• Established IIROC advisor relationships, in the Vancouver, Lower Mainland, and/or BC Okanagan regions.
• Strong capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and Alternatives.
• Knowledge of advanced investments products preferred.
• Proven sales ability with effective customer relationship building skills.
• Team player and self-starter, highly motivated, and results driven.
• Demonstrates a high level of independence and creativity.
• Strong organizational and follow-up abilities.
• Exceptional written and oral communication skills, effective listening skills; excellent presentation skills.
• Ability to thrive in fast-paced challenging environment.
• Proficient in Microsoft Word, PowerPoint and Excel and Salesforce.
• Advanced certification, CFA, MBA, CFP or CIM preferred.

Compensation:

The base salary range for this position is $85,000 - $125,000 annually. Salaries will vary based on factors such as position location and candidate experience / qualifications. In addition, AGF offers a competitive total compensation package, which includes variable compensation, benefits, and retirement savings plans.

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.