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Investment Sales Representative
2 months ago
We are seeking an experienced sales professional to join our team as an Assistant Vice President, Junior Wholesaler. In this role, you will be responsible for developing and maintaining relationships with investment advisors and promoting our investment products to achieve sales targets.
Key Responsibilities- Develop and maintain relationships with investment advisors to understand their business needs and provide tailored solutions to meet their investment goals.
- Identify and pursue new business opportunities to sell and promote Franklin Templeton investment products to investment advisors.
- Collaborate with internal teams to ensure effective coverage of investment advisors and execution of the territory plan.
- 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.
- 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.
Franklin Templeton Investments Corp is a leading global investment management company with a diverse range of investment products and services. We are committed to providing our clients with innovative investment solutions and exceptional customer service.
We offer a dynamic and inclusive work environment that values diversity, equity, and inclusion. Our employees are passionate about delivering exceptional results and making a positive impact in the communities we serve.
We are an equal opportunity employer and welcome applications from qualified candidates who share our values and commitment to excellence.
