Regional Sales Manager (Mutual Funds)

AGF Management • Toronto, ON

3d • Onsite

About The Position

AGF Management Limited (AGF) is seeking a Regional Sales Manager (Mutual Funds) to join their Retail Sales Department. This role involves building strong business relationships with clients by identifying, selling, and cross-selling opportunities, and measuring client satisfaction. The ideal candidate is a team player, energetic, motivated, articulate, and passionate about financial markets. This position operates out of the Toronto office and covers a territory including the Niagara Region, GTA, north of the city, with occasional travel to Barrie and Northern Ontario. The Retail Sales Department focuses on providing value-add solutions and an exceptional client experience, valuing innovation, leadership, and personal commitment.

Requirements

• Thorough knowledge of the investment industry, combined with a minimum of 5 years of mutual fund sales experience.
• Proven sales ability with effective customer relationship building skills.
• University degree preferred or equivalent work experience.
• 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.

Nice To Haves

• Advanced certification CIMA or CFA may be an asset.
• Bilingual communication, both written and oral, in French and English is considered an asset.

Responsibilities

• Contribute to the development of specific account and business plans that incorporates growth from both existing and prospective clients, identifying the client, product mix, and sales strategies to be deployed to maximize the team’s contribution to district targets.
• For a specific portfolio of clients further develop account and business plans, plus a call program that will grow sales, retain Advisors and add new Advisors to the district.
• 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.
• Proactively identify and work to implement new sales ideas, concepts and solutions. Profiling advisors to uncover needs and determine cross-sell opportunities.
• Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/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 competition and effectively communicate advantages and opportunities when presented with competitive situations.
• Participate in AGF branch visits, client seminars, branch presentations, road shows, 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 job.
• Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results.

Benefits

• AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace.
• We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
• We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
• We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree