Current jobs related to Client Relationship Builder - Toronto, Ontario - AGF Investments

  • Home Builder Relationship Manager

    3 days ago

    Toronto, Ontario, Canada Rogers Communications Full time

    Company Overview:Rogers Communications is a leading Canadian communications company that provides a range of services including Internet, TV, and Smart Home Monitoring. Our fibre network supports millions of customers with high-speed connectivity.Salary: $60,000 - $100,000 per year, depending on experience.Job Description:We are seeking a highly motivated...

  • Commercial Auto Underwriter

    2 weeks ago

    Toronto, Ontario, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we empower our employees to be and do their best every day, helping people, businesses, and society prosper in good times and be resilient in bad times.As a Commercial Auto Underwriter - Relationship Builder, you will play a key role in shaping the future of our company and growing our team. We're looking for a motivated and...

  • Financial Relationship Builder

    4 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job Description: Role Summary: We are seeking a highly skilled and motivated individual to join our team as a Banking Advisor. As a Banking Advisor, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice on financial products and services, and delivering exceptional customer service.Key...

  • Mortgage Relationship Builder

    4 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Mortgage Specialist Job DescriptionCultivate and build relationships with referral networks to drive mortgage business growth and increase market share for the Bank of Montreal. Identify sales opportunities and collaborate with colleagues to achieve business results. Develop and execute effective marketing and sales strategies to drive business outcomes.Key...

  • Builder Project Sales Manager

    3 weeks ago

    Toronto, Ontario, Canada LG Electronics Canada Full time

    Seeking a Builder Project Sales Manager to drive LG's Builder message, increase sales, and develop strong customer relationships in the Home Appliances space. Key responsibilities include creating sales plans, managing product delivery schedules, and providing feedback on account opportunities. The ideal candidate has a Bachelor's degree in business or...

  • Banking Advisor

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking a highly skilled Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will be responsible for building and maintaining relationships with existing and new clients, providing personalized banking solutions, and delivering exceptional customer service.Key Responsibilities:Consistently demonstrate...

  • Banking Advisor

    4 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job DescriptionGain a fulfilling career as a Banking Advisor with Royal Bank of Canada. In this role, you will be responsible for providing exceptional client experiences, building long-lasting relationships, and delivering tailored financial solutions to meet their needs.Responsibilities:Client Engagement: Develop and maintain strong relationships with...

  • Banking Advisor

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity: We are seeking a highly skilled Banking Advisor to join our team at Royal Bank of Canada. As a Banking Advisor, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.Key Responsibilities:Consistently demonstrate empathy and...

  • Banking Advisor

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking a highly skilled Banking Advisor to join our team in the Greater Toronto Area. As a Banking Advisor, you will be responsible for building and maintaining relationships with existing and new clients, providing personalized financial solutions and advice to meet their needs.Key Responsibilities:Consistently demonstrate empathy...

  • Banking Advisor

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionBanking Advisor - Central Toronto (Etobicoke, Downtown, Mid-Town)We are seeking a highly skilled Banking Advisor to join our team in Central Toronto. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will work closely with our first point of...

  • Client Relationship Strategist

    3 weeks ago

    Toronto, Ontario, Canada Interac Corp. Full time

    Client Relationship StrategistAt Interac Corp., we're shaping the future of the digital economy in Canada. We're looking for a Client Relationship Strategist to develop and execute sales and relationship management strategies, driving commercial outcomes for our clients.Key Responsibilities:Develop and execute account plans to identify new sales and revenue...

  • Client Relationship Manager

    3 weeks ago

    Toronto, Ontario, Canada Interac Corp. Full time

    Client Relationship ManagerAt Interac Corp., we're shaping the future of the digital economy in Canada. As a Client Relationship Manager, you'll play a key role in developing and executing sales and relationship management strategies to drive commercial outcomes for our clients.Key Responsibilities:Develop and execute account plans to identify new sales and...

  • Client Relationships Director

    1 week ago

    Toronto, Ontario, Canada Interac Corp. Full time

    Client Relationships DirectorAt Interac Corp., we are shaping the future of the digital economy in Canada by designing and delivering innovative products and solutions. As a Client Relationships Director, you will develop and execute sales and relationship management strategies to drive commercial outcomes for our designated clients, including financial...

  • Client Relationship Manager

    1 month ago

    Toronto, Ontario, Canada Interac Corp. Full time

    About the RoleWe are seeking a highly skilled Client Relationships, Lead to join our team at Interac Corp. This is an exciting opportunity to develop and execute sales and relationship management strategies, drive commercial outcomes, and build strong relationships with our clients.Key ResponsibilitiesDevelop and execute account plans to identify new sales...

  • Client Relationship Manager

    1 month ago

    Toronto, Ontario, Canada Interac Corp. Full time

    About the RoleWe are seeking a highly skilled Client Relationships, Lead to join our team at Interac Corp. This is an exciting opportunity to develop and execute sales and relationship management strategies, drive commercial outcomes, and build strong relationships with our clients.Key ResponsibilitiesDevelop and execute account plans to identify new sales...

  • Client Relationship Manager

    4 weeks ago

    Toronto, Ontario, Canada Interac Corp. Full time

    Client Relationship ManagerAt Interac Corp., we're shaping the future of the digital economy in Canada. We're looking for a Client Relationship Manager to develop and execute sales and relationship management strategies, driving commercial outcomes for our clients.Key Responsibilities:Develop and execute account plans to identify new sales and revenue...

  • Client Relationship Specialist

    4 weeks ago

    Toronto, Ontario, Canada Interac Corp. Full time

    Client Relationships, LeadAt Interac, we design and deliver innovative products and solutions that empower Canadians to take control of their finances and achieve their goals. As a Client Relationships, Lead, you will play a key role in driving business growth and customer satisfaction by building and maintaining strong relationships with our clients.Key...

  • Client Relationship Specialist

    4 weeks ago

    Toronto, Ontario, Canada Interac Corp. Full time

    Client Relationships, LeadAt Interac, we design and deliver innovative products and solutions that empower Canadians to take control of their finances and achieve their goals. As a Client Relationships, Lead, you will play a key role in driving business growth and customer satisfaction by building and maintaining strong relationships with our clients.Key...

  • Client Relationship Manager

    1 month ago

    Toronto, Ontario, Canada Interac Corp. Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at Interac Corp. As a key member of our Client Solutions team, you will be responsible for developing and executing sales and relationship management strategies to drive commercial outcomes for our designated clients.Key ResponsibilitiesDevelop and execute account...

  • Client Relationship Manager

    1 month ago

    Toronto, Ontario, Canada Interac Corp. Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at Interac Corp. As a key member of our Client Solutions team, you will be responsible for developing and executing sales and relationship management strategies to drive commercial outcomes for our designated clients.Key ResponsibilitiesDevelop and execute account...

Client Relationship Builder

2 months ago

Toronto, Ontario, Canada AGF Investments Full time

About the Role:

You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.

You are a great team player, and an energetic, motivated, and articulate sales professional. You are passionate about markets and excited to make an impact on AGF's overall customer satisfaction. If this reflects you and your experience, you will have the opportunity to build an exciting and evolving career.


Your Responsibilities:

  • Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients
  • Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/processes as well as portfolio profiles, value added programs, products and company updates, and industry trends
  • Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required
  • Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events
  • Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities, sharing same with team members
  • Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets
  • Establish and maintain strong internal and external relationships to allow for the identification, optimization, and realization of sales
  • Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager, as required
  • Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results
  • Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors. Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations.
  • Maintain up to date client information in the CRM database
  • Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job
  • Provide effective product and sales support to cultivate relationships and drive sales
  • As required, and approved by the Retail Vice-President Sales and District Vice-President participate in and/or lead client visits

Your Qualifications:

  • Bachelor's degree in finance or related field
  • Strong asset to have financial industry experience, preferably as a Sales Coordinator or Business Development Manager
  • Knowledge of Salesforce.com a strong asset
  • Strong computer and phone skills, including Microsoft Office (word, excel, power point)
  • Developed presentation skills and telephone skills
  • Ability create and maintain client relationships
  • Strong communication skills, both written and verbal
  • Strong organizational skills
  • Excellent interpersonal, judgment & decision-making skills
  • Self-motivated and ability to be a great team player

Additional Strengths you may bring to the role:

  • Successful completion of IFIC and CSC or equivalent
  • Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds

#INDS