Regional Sales Manager (Wholesaler)

AGF Management Limited; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

AGF Management Limited, based in Toronto, seeks an energetic sales professional to build strong client relationships across the Greater Toronto Area and Thunder Bay. You will identify, sell and cross-sell opportunities, measure client satisfaction and visit client offices as needed.

You are a motivated team player with 5+ years in mutual fund sales, excellent communication, and the drive to develop account plans, support Advisors, and expand AGF’s market share in a fast-paced environment.

Qualifications

• Minimum of 5 years of mutual fund sales experience.
• Proven ability to build and maintain client relationships.
• University degree or equivalent work experience; advanced certification preferred.
• Strong written and verbal communication; bilingual in English and French is a plus.
• Proactive, self-driven and able to work independently as well as in a team.

Responsibilities

• Develop account and business plans to grow existing and new client relationships.
• Create call programs to grow sales and retain Advisors within the district.
• Provide product and sales support to cultivate advisor relationships.
• Monitor advisor fund flows and communicate insights to retain assets.
• Deliver compelling sales presentations and participate in industry events.
• Maintain accurate records of Advisor activity and ensure compliance.

Skills

Client relationship

Sales strategy

Communication

Team player

Independent

Presentation skills

Education

University degree

CIMA or CFA certification

Tools

Salesforce

CRM tools

MS Office (Word/PowerPoint/Excel)

Job description

About AGF

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 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.

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. This position will operate out of our Toronto office and will cover the Greater Toronto Area and Thunder Bay, including client office visits on an as needed basis. 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.

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.

Your Qualifications

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

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

#LI-JF1 #INDS

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.

# R11259 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.