Regional Vice President
Top Benefits
About the role
Regional Vice President (Wholesaler), Retail Distribution – Vancouver, BC
We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Vice President (Wholesaler) based out of Vancouver. The Regional Vice President (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 Vice President (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
Our Sales Team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have inspired confidence in our peers, investors and their financial advisors. This AGF Sales Team includes Three Regional Wholesalers (External), two Business Development Managers (Internal Wholesalers), and a Regional Sales Coordinator.
Your Responsibilities:
- Establish, qualify and maintain strong relationships with AGF’s distribution network to drive revenue opportunity.
- Reach out to and service the core advisors that hold assets with AGF. Build and grow these assets and attract new advisors.
- Develop specific account and business plans for each advisor that outlines their critical success factors that ultimately results in additional sales and or a positive customer experience.
- Effectively coordinate activity and responsibilities with you team, including other Wholesalers, Inside Wholesalers and Coordinators
- Mentor Inside Wholesalers and Coordinators and other AGF teammates through coaching and regular feedback
- Monitor daily, weekly, monthly and year-to-date advisor fund flows within the territory 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.
- Proactively identify and work to implement new sales ideas, concepts and solutions. Profile advisors, uncover needs and determine cross-sell opportunities.
- Consistently maintain top levels of activity and sales results and develop/sustain strong relationships with financial advisors.
- Provide support to dealers and brokers on the market and fund performance, as well as portfolio profiles, value added programs, products and corporate updates.
- 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.
- Effectively employ technology resources provided by AGF.
- Create and deliver effective sales presentations and conference calls to promote AGF products.
- Be an active participant in West District and National Conferences
- Manage yearly budget in order to achieve yearly objectives.
- Maintain timely and accurate records of all advisor activity
- Weekend & evening presentations may be required.
- Travel may be required
Your Qualifications:
- University degree preferred or equivalent work experience.
- Solid knowledge of the investment industry, combined with minimum 5 years Wholesaler experience or industry equivalent.
- Established IIROC advisor relationships, in the Vancouver, Lower Mainland, and/or BC Okanagan regions.
- Strong capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and Alternatives
- Proactive self-starter and contributor who excels both solely and in a team environment
- Knowledge of advanced investments products preferred.
- Proven sales ability with effective customer relationship building skills.
- 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, Co-Pilot, PowerPoint and Excel and Salesforce or similar
- Advanced certification, CFA, MBA, CFP or CIM preferred.
Compensation:
The base salary range for this position is $85,000 - $125,000 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 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 hr@agf.com so that appropriate arrangements can be made.
R11189
About AGF Investments
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.
Regional Vice President
Top Benefits
About the role
Regional Vice President (Wholesaler), Retail Distribution – Vancouver, BC
We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Vice President (Wholesaler) based out of Vancouver. The Regional Vice President (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 Vice President (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
Our Sales Team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees, whose efforts have inspired confidence in our peers, investors and their financial advisors. This AGF Sales Team includes Three Regional Wholesalers (External), two Business Development Managers (Internal Wholesalers), and a Regional Sales Coordinator.
Your Responsibilities:
- Establish, qualify and maintain strong relationships with AGF’s distribution network to drive revenue opportunity.
- Reach out to and service the core advisors that hold assets with AGF. Build and grow these assets and attract new advisors.
- Develop specific account and business plans for each advisor that outlines their critical success factors that ultimately results in additional sales and or a positive customer experience.
- Effectively coordinate activity and responsibilities with you team, including other Wholesalers, Inside Wholesalers and Coordinators
- Mentor Inside Wholesalers and Coordinators and other AGF teammates through coaching and regular feedback
- Monitor daily, weekly, monthly and year-to-date advisor fund flows within the territory 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.
- Proactively identify and work to implement new sales ideas, concepts and solutions. Profile advisors, uncover needs and determine cross-sell opportunities.
- Consistently maintain top levels of activity and sales results and develop/sustain strong relationships with financial advisors.
- Provide support to dealers and brokers on the market and fund performance, as well as portfolio profiles, value added programs, products and corporate updates.
- 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.
- Effectively employ technology resources provided by AGF.
- Create and deliver effective sales presentations and conference calls to promote AGF products.
- Be an active participant in West District and National Conferences
- Manage yearly budget in order to achieve yearly objectives.
- Maintain timely and accurate records of all advisor activity
- Weekend & evening presentations may be required.
- Travel may be required
Your Qualifications:
- University degree preferred or equivalent work experience.
- Solid knowledge of the investment industry, combined with minimum 5 years Wholesaler experience or industry equivalent.
- Established IIROC advisor relationships, in the Vancouver, Lower Mainland, and/or BC Okanagan regions.
- Strong capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and Alternatives
- Proactive self-starter and contributor who excels both solely and in a team environment
- Knowledge of advanced investments products preferred.
- Proven sales ability with effective customer relationship building skills.
- 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, Co-Pilot, PowerPoint and Excel and Salesforce or similar
- Advanced certification, CFA, MBA, CFP or CIM preferred.
Compensation:
The base salary range for this position is $85,000 - $125,000 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 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 hr@agf.com so that appropriate arrangements can be made.
R11189
About AGF Investments
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.