VP, Retail Sales

Franklin Templeton; Remote; CAD 80,000 - 100,000; Full time

Job summary

A global asset management firm is seeking a candidate for a remote role focused on supporting advisory relationships and driving sales across investment products. The role requires collaboration with sales teams and strong financial acumen. Ideal candidates will have over 7 years of experience in sales within financial services and a degree in Finance or a related field. Benefits include competitive vacation, medical insurance, and education assistance.

Benefits

Flexible medical, dental and vision insurance

Corporate Pension Plan

Employee Stock Investment Program

Competitive vacation package

Company paid short-term and long-term Disability Insurance

Education assistance

Qualifications

• 7+ years of sales experience in investment management or financial services.
• Proven success selling mutual funds, exchange-traded funds, and alternative investments.
• Holding a financial planning designation is an asset.

Responsibilities

• Collaborate with AVP Regional Sales and Sales Coordinators to ensure comprehensive advisor coverage.
• Identify and communicate product opportunities.
• Deliver presentations that clearly communicate product value.

Skills

Strong knowledge of financial markets and investment processes

Proficiency in Microsoft Office and tools like Morningstar, Bloomberg, YCharts

Self-motivated

Collaborative

Results-driven

Strong problem-solving abilities

Strong communication and presentation abilities

Education

Bachelor’s degree in Finance, Economics, or Business

MBA or Chartered Financial Analyst preferred

Tools

Microsoft Office

Morningstar

Bloomberg

YCharts

Job description

Overview

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

This is a REMOTE position, covering Peel, Hamilton, and Halton regions, with residence in one.

About the Department

Franklin Templeton’s Retail Sales team drives client success by delivering tailored investment solutions across asset management, wealth management, and fintech. The team collaborates globally, combining diverse expertise with a flexible, inclusive culture. Joining this department means contributing to meaningful client outcomes while growing professionally in a supportive environment.

How You Will Add Value

Core Responsibilities

• You will collaborate with the AVP Regional Sales (internal sales) and Sales Coordinators to ensure comprehensive advisor coverage, execute territory plans, and maintain accurate advisor data.
• You will identify and communicate product opportunities.
• You will participate in team meetings and align strategies.
• You will build lasting relationships and understand evolving client needs.
• You will deliver presentations that clearly communicate product value.
• You will collaborate with internal teams for seamless client service.
• You will monitor market trends and regulatory changes.
• You will represent Franklin Templeton at industry events.
• You will uphold compliance and ethical standards.

Strategic Responsibilities

• You will support 700 advisory relationships in Southwest Ontario.
• You will, in conjunction with the AVP Regional Sales, develop and implement a territory plan to achieve the sales and activity targets assigned to your territory.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Bachelor’s degree in Finance, Economics, or Business; MBA or Chartered Financial Analyst preferred.
• 7+ years of sales experience in investment management or financial services.
• Proven success selling mutual funds, exchange-traded funds, and alternative investments.
• Holding a financial planning designation is an asset.

Technical Skills

• 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 abilities.
• Comfortable with frequent travel.

#MID_SENIOR_LEVEL

#LI-Remote

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Highlights of our benefits include:

• Flexible medical, dental and vision insurance
• Corporate Pension Plan
• Employee Stock Investment Program
• Purchase company funds with no sales charge
• Competitive vacation package that includes three annual personal days
• Company paid short-term and long-term Disability Insurance
• Education assistance

Learn more about the wide range of benefits we offer at Franklin Templeton

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, or 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.

If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [e-mail]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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