Business Development Manager (Retail Investments)
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Job Location:
Yearly Salary:
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
About AGF:
Founded in 1957 AGF is an independent and globally diverse asset management firm. With $60B in assets under management 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 firms 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.
Headquartered in Toronto Canada AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 815000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.
About the Team:
The Retail Sales Departmentis responsible forservicing our clients 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.
About the Role:
You will build strong and lasting business relationships with our clients byidentifying selling and cross-selling opportunities and measuring client satisfaction.
You area great teamplayer and an energetic motivated and articulate sales professional. You are passionate about markets and excited to make an impact on AGFs overall customer satisfaction. If this reflects you and your experience join us and you will have the opportunity to build an exciting and evolving career.
Your Responsibilities:
Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products by conducting proactive outbound sales calls with new and existing clients.
Proactively or whenrequested provide support to dealers and brokers on the market and fund performance and management strategies portfolio managerphilosophies/styles/processesas well as portfolio profiles value added programs products and company updates and industry trends.
Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials asrequired.
Participate in AGF branch visits client seminars branch presentations road shows conferences and industry events.
Conduct regional market research on organizations and people toidentifyemerging needs andnew salesopportunities sharing same with team members.
Monitor sales activity within the territory toidentifytrends and provide suggestions to clientsin order toretainassets.
Establish andmaintainstrong internal and external relationships to allow for the identification optimization and realization of sales.
Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager asrequired.
Effectivelyutilizeprovided sales tools including technology (CRM Leads Module) to best achieve required business results.
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.
Maintain up to date client information in the CRM database.
Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job
Provide effective product and sales support to cultivate relationships and drive sales
As required and approved by the Retail Vice-President Sales and District Vice-Presidentparticipatein and/or lead client visits
Your Qualifications:
Bachelors degree in finance or related field.
Financial industry experiencepreferably as a Sales Coordinator or Business Development Manager.
Knowledge of anasset.
Strong computer and phone skills including Microsoft Office (word excel power point teleconferencing).
Demonstratedsuccess and passion for prospecting following leads and developingaviablesales funnel.
Developed presentation skills and telephone skills.
Ability create andmaintainclient relationships.
Strong communicationskills both written and verbal.
Strong organizational skills.
Excellent interpersonal judgment & decision-making skills.
Self-motivated and ability to bea great teamplayer.
Additional Strengths you may bring to the role:
Successful completion ofCIM CFP or CFA.
Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds.
Compensation:
The anticipated compensation range for this role is $80000 - $120000 annually which represents base salary and where applicable variable compensation components (e.g. annual bonus commissions etc.). Actual compensation will be determined based on many factors such as role location candidate experience / qualifications market conditions and internal equity.
AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees which may include a combination of base salary variable compensation benefits and retirement savings plans.
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No unsolicited agency referrals please.
AGF isan 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 forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process please contact us at so that appropriate arrangements can be made.
# R11255Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Marketing
- Cold Calling
- Account Management
- Territory Management
- Salesforce
- Affiliate Marketing
- CRM Software
- negotiation
- Lead Generation
