Bilingual Regional Sales Coordinator

5 months ago

Montréal, Canada AGF Management Limited Full time

About AGF:
Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Team:
The Retail Distribution Sales Department is responsible for servicing 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.

The Team is comprised of a Regional Vice President, Regional Sales Manager (Wholesalers), Business Development Manager (Inside Wholesaler), and a Regional Sales Coordinator.

About the Role:
The Retail Sales is seeking a highly motivated Regional Sales Coordinator to join our Montreal team. Reporting to the Director, Business Development, you will play a key role in building strong and meaning relationships and providing administrative support to the Sales team.

As an energetic and motivated team player with a passion for the markets, you will have the opportunity to make an impact on AGF’s overall customer satisfaction.

Your Responsibilities:
Retail Sales (50%):

- Coordinating all aspects of region events (branch meetings, appreciation, and product manager presentations)
- Managing the Wholesalers calendars and scheduling client meetings
- Facilitating weekly team meetings and preparing the agenda
- Collaborating with the team on territory sales strategies to increase gross sales
- Preparing correspondence, special mailings, client reports and managing continuing education credits for clients
- Ordering all team marketing materials and promotional items
- Maintaining all client related information in AGF’s CRM database
- Booking all travel (air, hotel, and transportation) for the sales team
- Preparing/presenting weekly and monthly internal team reports

Strategic Accounts (35%):

- Coordinating Strategic Accounts due diligence meetings and quarterly commentaries
- Coordinating dealer conference meetings with Strategic Account partners
- Coordinating all aspects of District events (team accountability meetings, appreciation, and portfolio manager presentations)
- Preparing weekly and monthly internal District reports
- Processing expenses and overseeing District budget

Chief Retail Distribution Officer Administration Support (15%):

- Managing the Chief Retail Distribution Officer’s calendar
- Coordinate all travel arrangements for the Chief Retail Distribution Officer, including transportation and accommodations.
- Complete and submit expense reports and reconcile credit card statements.
- Coordinating Retail Leadership meetings and follow ups

Your Qualifications:

- Related post-secondary education
- Fluent in English and French is required.
- Advanced knowledge of MS Word, Outlook and Excel
- Excellent communication skills, both written and verbal
- Professional telephone manner
- Excellent organizational skills and attention to detail
- Ability to work well under pressure
- Ability to take initiative and work both independently and in a team environment
- Ability to learn new systems quickly (i.e. Concur and Salesforce)

Additional Strengths you may bring to the role:

- Willingness to pursue other certifications (ie: CSC, IFIC)
- Knowledge of the Mutual Fund Industry

À propos de l’équipe:
Le service des ventes de distribution au détail a la responsabilité de servir nos clients en leur offrant des solutions à valeur ajoutée et une expérience client exceptionnelle. L’équipe valorise l’innovation, le leadership et l’engagement personnel. Notre croissance et notre réussite sont le résultat direct de l’engagement et du dévouement de nos employés, ainsi que de notre approche rigoureuse en matière de placement.

L’équipe est composée d’un vice-président régional, d’un directeur régional des ventes (grossiste), d’un directeur du développement des affaires (grossiste, ventes à l’interne) et d’un coordonnateur régional des ventes.

À propos du rôle:
Le service des ventes au détail est à la recherche d’un coordonnateur régional des ventes très motivé pour se joindre à notre équipe de Montréal. Relevant du directeur du développement des affa

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