Regional Vice President (External Wholesaler)

AGF Investments; Vancouver; On-site; CAD 85,000 - 125,000; Full time

Job summary

An established industry player is seeking a dynamic Regional Vice President (Wholesaler) to join their Sales team in Vancouver. This role is pivotal in building strong relationships with financial advisors, driving revenue opportunities, and enhancing customer satisfaction. The ideal candidate will have a solid understanding of the investment industry, proven sales abilities, and exceptional communication skills. With a focus on innovation and personal commitment, this position offers a chance to make a significant impact in a collaborative environment. If you are passionate about sales and eager to contribute to a thriving team, this opportunity is perfect for you.

Benefits

Variable Compensation

Retirement Savings Plans

Competitive Benefits Package

Qualifications

• 5+ years of wholesaler experience with strong capital markets knowledge.
• Exceptional communication and relationship-building skills required.

Responsibilities

• Build and maintain strong relationships with financial advisors.
• Monitor fund flows and provide sales support to drive revenue.

Skills

Sales Ability

Customer Relationship Building

Communication Skills

Organizational Skills

Creativity

Independence

Problem Solving

Education

University Degree

CFA

MBA

CFP

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 Vice President (Wholesaler) based out of Vancouver. The Regional Vice President (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 Vice President (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 :

Our Sales Team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have inspired confidence in our peers, investors and their financial advisors. This AGF Sales Team includes Three Regional Wholesalers (External), 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 opportunity.
• Reach out to and service the core advisors that hold assets with AGF. Build and grow these assets and attract new advisors.
• Develop specific account and business plans for each advisor that outlines their critical success factors that ultimately results in additional sales and or a positive customer experience.
• Monitor daily, weekly, monthly and year-to-date advisor fund flows within the territory 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.
• Proactively identify and work to implement new sales ideas, concepts and solutions. Profile advisors, uncover needs and determine cross-sell opportunities.
• Consistently maintain top levels of activity and sales results and develop / sustain strong relationships with financial advisors.
• Provide support to dealers and brokers on the market and fund performance, as well as portfolio profiles, value added programs, products and corporate updates.
• 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.
• Create and deliver effective sales presentations and conference calls to promote AGF products.
• Manage yearly budget in order to achieve yearly objectives.
• Maintain timely and accurate records of all advisor activity.
• Weekend & evening presentations may be required.
• Travel may be required

Your Qualifications :

• University degree preferred or equivalent work experience.
• Solid knowledge of the investment industry, combined with minimum 5 years Wholesaler experience or industry equivalent.
• Established IIROC advisor relationships, in the Vancouver, Lower Mainland, and / or BC Okanagan regions.
• Strong capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and Alternatives
• Knowledge of advanced investments products preferred.
• Proven sales ability with effective customer relationship building skills.
• 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, CFA, MBA, CFP or CIM preferred.

Compensation :

The base salary range for this position is $85,000 - $125,000 annually. Salaries will vary based on factors such as position location and candidate experience / qualifications. In addition, AGF offers a competitive total compensation package, which includes variable compensation, benefits, and retirement savings plans.