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 Role:
We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Sales Manager (Wholesaler) based out of Vancouver. The Regional Sales Manager (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 Sales Manager (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:
This sales team is responsible for servicing our British Columbia advisor relationships 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. This AGF Sales Team includes two Regional Vice Presidents (External Wholesalers), one Regional Sales Manager (External Wholesaler), 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 opportunities. Contribute to the development of specific account and business plans that incorporate growth from both existing and prospective advisors, identifying the product mix, and sales strategies to be deployed to maximize the team’s contribution to regional targets
- For a specific portfolio of advisors, further develop account and business plans, plus a call program that will grow sales, retain Advisors and add new Advisors to the region
- 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. Achieve or exceed activity targets and sales goals.
- Consistently maintain top levels of activity and sales results and develop/sustain strong relationships with financial advisors.
- Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies, styles, and 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 the competition and effectively communicate advantages and opportunities when presented with competitive situations
- Participate in AGF branch visits, client seminars, branch presentations, roadshows, 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 role
- Effectively utilize provided sales tools, including technology (CRM, AI, etc.) to best achieve required business results
- Weekend & evening presentations may be required.
- Travel may be required
Your Qualifications:
- Solid knowledge of the investment industry, combined with a minimum of 2 years mutual fund/ETF sales experience
- Proven sales ability with effective customer relationship-building skills.
- Solid capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and alternatives
- University degree preferred, or equivalent work experience.
- Advanced certification CFA, CFP, CAIA or CIM would be beneficial
- 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 and excellent presentation skills.
- Ability to thrive in fast-paced, challenging environment.
- Proficient in Microsoft Word, PowerPoint, Excel and Salesforce
Compensation:
The base salary range for this position is $80,000 - $85,000 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.
No unsolicited agency referrals please.
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
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Top Skills
What We Do
AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. The investment teams draw upon and integrate fundamental and quantitative investing capabilities and research across the companies. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and thrive as a diversified asset manager. AGF Investments’ teams embrace a culture of collaboration with the belief that an interconnected team leads to a better understanding of an interconnected world as we strive to deliver on investment objectives and provide an exceptional client experience.
AGF Investments’ offerings include a broad range of equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating solutions.
AGF Investments services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts.
AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services
