Regional Sales Manager (Wholesaler)

AGF Investments; Edmonton; On-site; CAD 80,000 - 120,000; Full time

Job summary

AGF Investments is looking for a passionate Regional Sales Manager (Wholesaler) based in Alberta. In this role, you will cultivate and maintain strong relationships with clients while driving sales and enhancing customer satisfaction through effective strategies and product support. A solid background in the investment industry and proven sales experience are essential for success in this dynamic team-oriented position.

Qualifications

• Minimum 2 years mutual fund / ETF sales experience
• Solid knowledge of the investment industry
• Proficient in sales tools and technology

Responsibilities

• Establish and maintain relationships with distribution networks
• Monitor advisor fund flows to identify trends
• Create and deliver effective sales presentations

Skills

Sales Ability

Customer Relationship Building

Organizational Skills

Communication Skills

Presentation Skills

Education

University Degree

Advanced Certification (CFA, CFP, CAIA, CIM)

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Salesforce

Job description

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