Regional Sales Manager (External Wholesaler)

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

Job summary

A leading asset management firm is seeking a Regional Sales Manager in Vancouver. This role involves building strong client relationships, driving revenue, and supporting financial advisors. The ideal candidate will have extensive wholesaler experience and a strong understanding of capital markets. Join a dynamic team that values innovation and leadership.

Benefits

Variable Compensation

Benefits

Retirement Plans

Qualifications

• At least 5 years of wholesaler experience with established IIROC advisor relationships.
• Strong knowledge of capital markets, particularly stocks, bonds, mutual funds, ETFs, and alternatives.

Responsibilities

• Establish and maintain relationships with AGF's distribution network to drive revenue.
• Develop account and business plans for each advisor to enhance sales.
• Create and deliver sales presentations and conference calls.

Skills

Sales Ability

Relationship Building

Communication

Presentation

Organizational Skills

Education

University Degree

Tools

Microsoft Office

Salesforce

Job description

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

About the Role :

We currently have an outstanding career opportunity for a dynamic and passionate individual to join our Sales team as a Regional Sales Manager (Wholesaler) based in Vancouver. The Regional Sales Manager (Wholesaler) will be an energetic, motivated, and articulate team player eager to impact AGF's customer satisfaction positively. Responsibilities include building strong relationships with clients, identifying sales opportunities, and measuring client satisfaction.

About the Team :

Our Sales Team values innovation, leadership, and personal commitment. Our growth is driven by our employees, whose efforts inspire confidence among peers, investors, and financial advisors. The team comprises three Regional Wholesalers (External), a Business Development Manager (Internal Wholesaler), and a Regional Sales Coordinator.

Your Responsibilities :

• Establish and maintain relationships with AGF's distribution network to drive revenue.
• Service core advisors, grow assets, and attract new advisors.
• Develop account and business plans for each advisor to enhance sales and customer experience.
• Monitor advisor fund flows to identify trends and provide strategic advice.
• Support sales activities, achieve targets, and develop relationships with financial advisors.
• Identify and implement new sales ideas and cross-sell opportunities.
• Maintain high activity levels and strong advisor relationships.
• Support dealers and brokers with market updates and product information.
• Stay informed about market changes and competitive landscape.
• Create and deliver sales presentations and conference calls.
• Manage annual budget to meet objectives.
• Keep detailed records of all advisor activities.
• Occasional weekend and evening presentations; travel may be required.

Your Qualifications :

• University degree or equivalent experience.
• At least 5 years of wholesaler experience or industry equivalent, with established IIROC advisor relationships in Vancouver, Lower Mainland, or BC Okanagan regions.
• Strong knowledge of capital markets, particularly stocks, bonds, mutual funds, ETFs, and alternatives.
• Preferred knowledge of advanced investment products.
• Proven sales ability and relationship-building skills.
• Self-motivated, results-driven team player with strong organizational skills.
• Excellent communication, presentation, and follow-up abilities.
• Ability to thrive in a fast-paced environment.
• Proficiency in Microsoft Office and Salesforce; advanced certifications (CFA, MBA, CFP, CIM) preferred.

Compensation :

The salary range is $85,000 - $125,000 annually, depending on experience and location. Additional benefits include variable compensation, benefits, and retirement plans.

No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to accessibility and diversity. Accommodations are available upon request throughout the recruitment process.