Avp Retail Sales

7 months ago

Toronto, Canada Franklin Templeton Investments Full time

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?

What are the ongoing responsibilities of an Assistant Vice President, Junior Wholesaler?-
- 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.#LI
- Experience our welcoming culture and reach your professional and personal potential
- Our 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.
- Hear more from our employees
- 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-
- 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 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.- .

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