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Regional Sales Manager (Wholesaler)

AGF Investments

Calgary

On-site

CAD 85,000 - 95,000

Full time

4 days ago

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Job summary

AGF Investments is seeking a passionate and dynamic Regional Sales Manager (Wholesaler) in Calgary. This role involves developing strong client relationships, driving sales, and contributing to business strategy. The ideal candidate will have a solid understanding of the investment industry and proven sales abilities.

Qualifications

Minimum of 2 years mutual fund/ETF sales experience.
Proven sales ability with effective customer relationship-building skills.
Ability to thrive in a fast-paced environment.

Responsibilities

Establish and maintain strong relationships with AGF's distribution network.
Drive revenue opportunities and develop business plans.
Provide product and sales support to cultivate relationships.

Skills

Customer relationship-building

Sales ability

Strong communication skills

Organizational skills

Market knowledge

Education

University degree

Advanced certification CFA, CFP, CAIA or CIM

Tools

Microsoft Excel

Salesforce

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About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

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 Alberta. 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:

This sales team is responsible for servicing our Alberta advisor relationships 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. This AGF Sales Team includes one Regional Vice President (External Wholesalers), one Regional Sales Manager (External Wholesaler), 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 opportunities. Contribute to the development of specific account and business plans that incorporate growth from both existing and prospective advisors, identifying the product mix, and sales strategies to be deployed to maximize the team’s contribution to regional targets
For a specific portfolio of advisors, further develop account and business plans, plus a call program that will grow sales, retain Advisors and add new Advisors to the region
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. Achieve or exceed activity targets and sales goals.
Consistently maintain top levels of activity and sales results and develop/sustain strong relationships with financial advisors.
Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies, styles, and 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 the competition and effectively communicate advantages and opportunities when presented with competitive situations
Participate in AGF branch visits, client seminars, branch presentations, roadshows, 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 role
Effectively utilize provided sales tools, including technology (CRM, AI, etc.) to best achieve required business results
Weekend & evening presentations may be required.
Travel may be required

Your Qualifications:

Solid knowledge of the investment industry, combined with a minimum of 2 years mutual fund/ETF sales experience
Proven sales ability with effective customer relationship-building skills.
Solid capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and alternatives
University degree preferred, or equivalent work experience.
Advanced certification CFA, CFP, CAIA or CIM would be beneficial
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 and excellent presentation skills.
Ability to thrive in fast-paced, challenging environment.
Proficient in Microsoft Word, PowerPoint, Excel and Salesforce

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.

# R11147

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Sales and Business Development

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