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! 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.

Core Responsibilities How You Will Add Value

• You will partner with a Vice President Regional Sales, External Wholesaler to understand advisor needs.
• You will maintain contact via calls, meetings (in-person and virtual), presentations, and email communications.
• You will identify and communicate product opportunities.
• You will coordinate with internal sales support.
• You will collaborate with the Vice President Regional Sales and Sales Coordinators to ensure comprehensive advisor coverage, execute territory plans, and maintain accurate advisor data.
• You will participate in team meetings and align strategies.

Strategic Responsibilities

• You will support 700 advisory relationships in Southwest Ontario.
• You will elaborate with the Vice President Regional Sales a territory plan to achieve the sales and activity targets assigned to your territory.

What Will Help You To Be Successful in This Role Experience, Education & Certifications

• Bachelor’s degree required; MBA, CIMA, or CFA preferred.
• 5–8 years in financial services required in either sales or business development.
• Canadian Securities Course or designations (CFP, CLU, FCSI, CIM, CFA) are assets.

Technical Skills

• Strong knowledge of financial markets and investment processes.
• Proficient in Microsoft Office and tools such as Morningstar and Bloomberg.
• Comfortable with CRMs, video conferencing, and social media.

Soft Skills

• Excellent communication and relationship-building skills.
• Proven ability to apply consultative selling strategies effectively.
• Self-motivated and collaborative.

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 accommodations@franklintempleton.com. 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.