Regional Sales Manager (Mutual Funds)

AGF Investments; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

AGF Investments in Toronto seeks a seasoned sales professional to grow our mutual fund client base across the Niagara Region, GTA and north of Toronto, with occasional travel to Barrie and Northern Ontario. You will build strong client relationships, identify cross-selling opportunities, and contribute to district targets.

You will develop plans, deliver compelling presentations and provide market insights to advisors while maintaining compliance and accurate activity records.

Qualifications

• Thorough knowledge of the investment industry with a minimum of 5 years of mutual fund sales experience.
• Proven sales ability with effective customer relationship building skills.
• University degree or equivalent work experience.
• Team player, self-starter, highly motivated and results-driven.
• Strong organizational and follow-up abilities; excellent presentation skills.
• Bilingual in French and English is an asset.

Responsibilities

• Contribute to development of account and business plans to grow sales and retain Advisors.
• Develop call programs to grow sales, retain Advisors and add Advisors.
• Establish and maintain relationships to realize sales opportunities.
• Monitor fund flows and advise Advisors to retain assets.
• Provide product and sales support to cultivate client relationships and drive sales.
• Proactively identify new sales ideas and cross-sell opportunities.
• Support dealers and brokers with market updates and strategy discussions.
• Stay updated on market changes and competitive advantages.
• Participate in branch visits, client seminars and industry events.
• Create and deliver sales presentations and conference calls.
• Maintain records of Advisor activity and ensure compliance.

Skills

Mutual fund sales

Client relationship management

Presentation skills

Communication

Team player

Independent and creative

Education

University degree or equivalent

Tools

Salesforce

CRM

Excel

PowerPoint

Word

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 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.

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.