VP Regional Sales (External Wholesaler)

Franklin Templeton; Halifax; Hybrid; CAD 95,000 - 105,000; Full time

Benefits offered by this job

Flexible medical/dental/vision options

Pension plan

Employee Stock Investment Plan

ESIP with no sales charge

Generous vacation/personal days

Disability coverage

Education assistance programs

Job summary

Franklin Templeton is seeking a Vice President, Regional Sales (External Wholesaler) to expand our presence across the Canadian retail wealth market by building and deepening relationships with financial advisors throughout the Atlantic Canada Area.

Partnering closely with the internal sales team, you will deliver investment insights, identify growth opportunities, and position Franklin Templeton's broad suite of investment solutions to help advisors meet their clients' evolving needs.

Qualifications

• 7+ years of sales experience in investment management or financial services.
• Proven success selling mutual funds, ETFs, and alternative investments.
• Bachelor’s degree in Finance, Economics, Business, or related field; MBA/CFA designation preferred.
• Strong knowledge of financial markets and investment processes.
• Proficiency in Microsoft Office and tools like Morningstar, Bloomberg and YCharts.
• Comfortable with CRMs, video conferencing, and social media.

Responsibilities

• Develop and execute territory plans with the Sales Associate to achieve sales targets and ensure advisor coverage.
• Support 700 advisory relationships in Atlantic Canada.
• Identify and communicate product opportunities.
• Deliver presentations that clearly communicate product value.
• Collaborate with internal teams for seamless client service.
• Monitor market trends and regulatory changes.
• Represent Franklin Templeton at industry events.
• Uphold compliance and ethical standards.

Skills

Sales experience

Mutual funds sales

ETF sales

Alternative investments sales

CRM proficiency

Presentation skills

Travel willingness

Education

Bachelor's degree in Finance/Economics/Business

MBA/CFA designation preferred

Tools

Morningstar

Bloomberg

YCharts

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

About The Department

Franklin Templeton is seeking a VP Regional Sales (External Wholesaler) to join the Retail Sales team. This team is at the forefront of connecting advisors and their clients with the full breadth of our global investment capabilities. Spanning traditional asset management, alternatives, and wealth solutions, our platform gives sales professionals the opportunity to bring differentiated ideas and solutions to some of the industry’s most important client relationships.

Joining our team means becoming part of a collaborative, high-performing sales culture where initiative, creativity, and strong client relationships are valued. You’ll work alongside experienced investment and business professionals, gain exposure to a broad and evolving range of solutions, and can make a visible impact on our growth in Canada.

For ambitious professionals who want to build their careers, deepen their industry expertise, and succeed within a global organization, Franklin Templeton offers an environment where strong performance and new ideas can make a meaningful difference.

Role Summary

As a Vice President, Regional Sales (External Wholesaler), you will play a critical role in expanding Franklin Templeton's presence across the Canadian retail wealth market by building and deepening relationships with financial advisors throughout the Atlantic Canada Area. Partnering closely with the internal sales team, you will deliver investment insights, identify growth opportunities, and position Franklin Templeton's broad suite of investment solutions, including mutual funds, ETFs, SMAs, alternative investments, and wealth management strategies, to help advisors meet their clients' evolving needs. This is a highly visible, relationship-driven role that offers the opportunity to influence business growth, represent a globally recognized investment manager, and bring innovative solutions to some of the industry's most important advisor relationships.

How You Will Add Value

Core Responsibilities

• Partner with the Sales Associate to develop and execute territory plans that achieve sales and activity targets, ensure comprehensive advisor coverage, and maintain accurate advisor data.
• Support 700 advisory relationships in Atlantic Canada.
• Identify and communicate product opportunities.
• Participate in team meetings and align strategies.
• Build lasting relationships and understand evolving client needs.
• Deliver presentations that clearly communicate product value.
• Collaborate with internal teams for seamless client service.
• Monitor market trends and regulatory changes.
• Represent Franklin Templeton at industry events.
• Uphold compliance and ethical standards.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• 7+ years of sales experience in investment management or financial services.
• Proven success selling mutual funds, exchange-traded funds, and alternative investments.
• Bachelor’s degree in Finance, Economics, Business, or a related field required; MBA, CFA designation, and/or a recognized financial planning designation preferred.
• Strong knowledge of financial markets and investment processes.
• Proficiency in Microsoft Office and tools like Morningstar, Bloomberg and YCharts.
• Comfortable with CRMs, video conferencing, and social media.

Soft Skills

• Self-motivated, collaborative, results-driven, and able to work independently.
• Strong problem solving abilities.
• Strong communication and presentation skills.
• Comfortable with frequent travel.

Work Schedule & Location

• Standard hours: 9:00 AM - 5:00 PM
• Flexible start time available.
• Working from home office.
• Work location: Candidates will need to be based out of Halifax but they will cover the Atlantic Canada territory.

Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary- designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation/holidays/sick leave/parental & caregiving leave/bereavement/volunteering), and a motivational wellbeing program. We expect the annual salary for this position to range between $95,000-$105,000, depending on location and level of relevant experience, plus commissions and discretionary bonus.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights Of Our Benefits Include

• Flexible medical, dental, and vision insurance options to support your overall well-being
• Corporate Pension Plan to help you plan confidently for the future
• Employee Stock Investment Plan (ESIP) with opportunities to build long-term financial value
• Opportunity to purchase company funds with no sales charge
• Competitive vacation package, including three annual personal days
• Company-paid short-term and long-term disability coverage
• Education assistance programs to support your ongoing growth (available in select locations)

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, and gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

This posting is for an existing vacancy.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.