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Head of Regional Sales Strategy

3 months ago

Vancouver, British Columbia, Canada AGF Investments Full time

Position Overview:

AGF Investments is in search of a Regional Vice President (Wholesaler) to enhance our Sales team. The successful candidate will be dynamic, driven, and dedicated to improving client satisfaction. Key responsibilities encompass fostering robust business relationships, pinpointing sales prospects, and ensuring the contentment of our clients.

Team Dynamics:

The Sales Team is committed to creativity and personal accountability. It comprises three Regional Wholesalers (External), a Business Development Manager (Internal Wholesaler), and a Regional Sales Coordinator.

Key Responsibilities:

  • Build and sustain connections with AGF's distribution network.
  • Engage with and support core advisors.
  • Formulate account and business strategies for advisors.
  • Track advisor fund flows and offer recommendations.
  • Deliver product and sales assistance.
  • Spot new sales opportunities.
  • Maintain strong ties with financial advisors.
  • Provide insights on market and fund performance.
  • Design and present sales presentations.
  • Oversee budget and keep records of advisor activities.
  • Willingness to travel and conduct presentations during weekends/evenings may be necessary.

Required Qualifications:

  • Bachelor's degree or equivalent professional experience.
  • A minimum of 5 years of experience in wholesaling.
  • Comprehensive understanding of the investment sector.
  • Established relationships with IIROC advisors.
  • Strong knowledge of capital markets.
  • Demonstrated sales proficiency and relationship-building capabilities.
  • Collaborative, motivated, and results-oriented.
  • Excellent communication and organizational abilities.
  • Proficient in Microsoft Word, PowerPoint, Excel, and Salesforce.
  • Advanced certification is preferred.

Compensation Package:

The salary range for this role is between $85,000 and $125,000 annually. AGF provides a competitive total compensation package.