AVP Retail Sales
1 week ago
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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 and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide 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
What is the Assistant Vice President, Junior Wholesaler responsible for?The Assistant Vice President, Junior Wholesaler works as part of a sales team to achieve a specific sales target with coverage of 300 advisory relationships specific firms in Southwest Ontario and successful candidate must reside in Hamilton/Burlington. To be successful in the role, the incumbent is an experienced financial services sales or business development professional, with strong partnership and business relationship skills.
What are the ongoing responsibilities of an Assistant Vice President, Junior Wholesaler?Working with a Vice President Regional Sales, External Wholesaler to develop a thorough understanding of investment, business development and service needs of approximately 300 selected Investment Advisors by maintaining high level of contact with them with one-on-one meetings (face to face and virtual), branch meetings/presentations, and, to a lesser extent, via telephone, mail, email, and conference calls.
Assist in identifying all opportunities to sell and promote Franklin Templeton Investment products at the broker/dealer firm level within a sales territory and communicate those opportunities to the Assistant Vice President, Junior Wholesaler responsible for Southwest Ontario.
Coordinate with other team members (Inside Sales Manager, Sales Coordinator) within the defined sales territory to ensure that all Investment Advisors in the territory are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and review of the Advisor database.
What ideal qualifications, skills & experience would help someone to be successful?Bachelor’s degree required, MBA and/or CIMA, CFA preferred.
Strong investment acumen and understanding of Financial Markets
Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset.
6 to 8 years related work experience in a sales environment preferred.
Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity.
Excellent verbal and written communication skills
Self-driven with ability to build and manage key internal and external relationships.
Knowledge of relevant tools including Morningstar and Bloomberg.
Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook.
Analytical and critical thinking skills.
Solid understanding of the financial markets, investment process, and securities industry.
Good understanding of technology from social media, spreadsheets, CRMs to the use of video conferencing technology.
Note: Territory is Southwest Ontario. The ideal candidate would live in the successful candidate must reside in Hamilton/Burlington area.
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Experience our welcoming culture and reach your professional and personal potentialOur culture is shaped by our diverse global workforce and strongly held core values. 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
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
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 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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About UsWhen you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.
At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do.
So whether you're starting your career journey, are well on your way, or are seeking a new direction, you'll find the support you need to grow your career with us.
Come, join us, and help us shape the future of the global asset management industry
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