AVP Retail Sales Southwest Ontario Territory

Franklin Templeton

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

At Franklin Templeton were 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 thats 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 Templetons 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 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

  • Bachelors degree required; MBA CIMA or CFA preferred.

  • 58 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 theres 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 lifes 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 . 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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Required Experience:

Exec

At Franklin Templeton were 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 te...
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Key Skills

  • Channel Partners
  • Customer Service
  • Revenue Growth
  • Product Knowledge
  • Sales Meetings
  • Account Management
  • CRM
  • Salesforce
  • Customer Base
  • New Customers
  • Territory
  • Trade shows
  • Sales Goals
  • Sales Process
  • New Clients