Sales Coordinator, AGF Capital Partners

AGF Investments; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking a Sales Coordinator to join AGF Capital Partners. In this role, you will assist with business development, manage client communications, and coordinate meetings and events. The ideal candidate will have a background in sales or client service, excellent organizational abilities, and proficiency in Microsoft Office and CRM systems. Join a collaborative team emphasizing professional growth and client relationships.

Qualifications

• 1-4 years of experience in sales or client service within financial services is a plus.
• Ability to work under pressure and meet deadlines.
• Knowledge of the financial industry is an asset.

Responsibilities

• Address investor requests promptly by collaborating with the team.
• Support business development to increase sales and market share.
• Prepare meeting materials and coordinate client meetings.

Skills

Communication skills

Organizational skills

Multitasking abilities

Attention to detail

Education

Related post-secondary education

Tools

Microsoft Office

CRM systems (preferably Salesforce)

Job description

Join to apply for the Sales Coordinator, AGF Capital Partners role at AGF Investments.

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 emphasizes a disciplined approach, focusing on sound, responsible, and sustainable corporate practices. Our collective investment expertise, driven by fundamental, quantitative, and private investing capabilities, extends globally to a wide range of clients, including financial advisors, high-net-worth individuals, and institutional investors such as pension plans, corporate plans, sovereign wealth funds, endowments, and foundations.

About AGF Capital Partners :

The AGF Capital Partners team is responsible for building a diversified alternatives business, focusing on significant growth opportunities in private equity, real assets, private credit, and liquid alternative sectors. The team aims to develop and implement a long-term strategic plan to create a multi-boutique alternatives business alongside AGF’s public markets operations, expanding offerings and value to clients.

The team operates with a flat structure, emphasizing agility and shared responsibility, with members working across various tasks and leveraging AGF’s resources.

Current affiliates managed by AGF Capital Partners include :

• Kensington Capital Partners, a Toronto-based private equity and venture capital asset manager with $2.6 billion AUM.
• New Holland Capital, a New York-based multi-strategy, absolute return asset manager with US$5.5 billion AUM.
• AGF | SAF Private Credit Management, a joint venture focused on mid-market direct lending in Canada.

Collectively, these affiliates manage approximately $12B across private equity, credit, venture capital, and hedge fund strategies.

Your Responsibilities :

• Address investor requests promptly by collaborating with the team and service providers.
• Support business development to increase sales and market share of AGF Capital Partners’ products.
• Assist with due diligence requests from investors (RFPs, DDQs, data rooms).
• Prepare meeting materials (PowerPoint, Word, Excel).
• Coordinate client meetings, events, and presentations.
• Maintain client information in CRM systems.
• Prioritize and respond to emails and inquiries.
• Distribute investor communications and manage documentation and compliance requests.
• Perform ad hoc administrative tasks.

Your Qualifications :

• 1-4 years of experience in sales or client service within financial services is a plus.
• Related post-secondary education.
• Proficiency in Microsoft Office and CRM systems (preferably Salesforce).
• Excellent communication and relationship-building skills.
• Strong organizational and multitasking abilities.
• Attention to detail and professionalism.
• Ability to work under pressure and meet deadlines.
• Knowledge of the financial industry is an asset.

No unsolicited agency referrals please.

AGF is an equal opportunity employer, committed to diversity and inclusion. Accommodations are available upon request during the recruitment process.

R11130

Seniority level: Entry level

Employment type: Full-time

Job function: Sales and Business Development