Avp, Retail Sales

3 weeks ago

Montréal, Canada Franklin Templeton Investments Full time

What is the Assistant Vice President, Retail Sales responsible for?

The Assistant Vice President, Retail Sales works as part of a sales team to achieve a specific sales target with coverage of 300 advisory relationships specific firms in Vancouver and the surrounding B.C. area. 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, Retail Sales?-
- 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 Vice President, Senior Wholesaler responsible for British Columbia.- 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- Fluency in Mandarin would be an asset- 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: The role is based in Vancouver to cover the B.C. territory.

LI

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of

Total Rewards

—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
- 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

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.
- We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and
- supporting our communities
- An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
- We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
- Franklin Templeton is committed to fostering a
- diverse and inclusive

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