Regional Sales Manager (Mutual Funds)

AGF Management Limited; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

AGF Management Limited in Toronto is seeking an experienced retail sales professional to build lasting relationships with financial advisors across the Niagara to Barrie region. You will identify opportunities, present AGF products, and cross-sell solutions to drive assets.

The ideal candidate has at least five years in mutual fund sales, a university degree, and outstanding communication and presentation skills.

Qualifications

• 5+ years mutual fund sales experience.
• University degree preferred or equivalent work experience.
• Strong written and verbal communication and presentation skills.
• Proven ability to build and maintain client relationships and cross-sell products.
• Proficient in Salesforce, MS Office and CRM tools.

Responsibilities

• Develop and execute account plans and sales strategies to maximize district targets.
• Manage portfolio of advisors, grow sales, retain assets and add new advisors.
• Establish and maintain internal and external relationships to optimize sales.
• Monitor advisor fund flows and provide insights to drive retention and growth.
• Provide product and sales support to advisors and dealers; communicate market updates.
• Create and deliver effective sales presentations and participate in events to promote AGF products.

Skills

Sales

Client relations

Presentation skills

Communication

Team player

Bilingual EN/FR

Education

University degree or equivalent

Tools

Salesforce

Microsoft Office

Excel

PowerPoint

Job description

About AGF Management Limited:

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 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. Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

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.

About the Role:

You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction. You are a great team player, and an energetic, motivated and articulate experienced sales professional. 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. This position will operate out of our Toronto office, and cover a territory spanning from the Niagara Region, through the GTA and north of the city including occasional travel to Barrie and Northern Ontario on an as-needed basis.

Your Responsibilities:

• Contribute to the development of specific account and business plans that incorporates growth from both existing and prospective clients, identifying the client, product mix, and sales strategies to be deployed to maximize the team’s contribution to district targets.
• For a specific portfolio of clients further develop account and business plans, plus a call program that will grow sales, retain Advisors and add new Advisors to the district.
• Establish and maintain strong internal and external relationships to allow for the identification, optimization and realization of sales.
• Monitor daily, weekly, monthly and year-to-date advisor fund flows within your portfolio 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.
• Proactively identify and work to implement new sales ideas, concepts and solutions.
• Profiling advisors to uncover needs and determine cross-sell opportunities.
• Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/processes as well as portfolio profiles, value added programs, products and company updates and industry trends.
• 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.
• Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences and industry events.
• Create and deliver effective sales presentations and conference calls to promote AGF products.
• Maintain timely and accurate records of all Advisor activity.
• Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job.
• Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results.

What you Bring:

• Thorough knowledge of the investment industry, combined with a minimum of 5 years of mutual fund sales experience.
• Proven sales ability with effective customer relationship building skills.
• University degree preferred or equivalent work experience.
• 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 CIMA or CFA may be an asset.
• Bilingual communication, both written and oral, in French and English is considered an asset.

#LI-JF1 No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [e-mail] so that appropriate arrangements can be made.

# R11311 Invested in Discipline. At AGF, our approach is defined by three principles: Shared Intelligence, Measured Approach and Active Accountability. 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.