Regional Vice President

4 weeks ago

Vancouver, British Columbia, Canada AGF Investments Full time

About the Role:

We are seeking a highly motivated and results-driven Regional Vice President to join our Sales team at AGF Investments. The successful candidate will be responsible for building strong relationships with our clients, identifying and selling opportunities, and measuring client satisfaction.

About the Team:

Our Sales Team values innovation, leadership, and personal commitment. We are a dynamic and fast-paced team that is dedicated to delivering exceptional results.

Your Responsibilities:

  • Establish and maintain strong relationships with AGF's distribution network to drive revenue opportunity.
  • Reach out to and service the core advisors that hold assets with AGF. Build and grow these assets and attract new advisors.
  • Develop specific account and business plans for each advisor that outlines their critical success factors that ultimately results in additional sales and or a positive customer experience.
  • Monitor daily, weekly, monthly and year-to-date advisor fund flows within the territory to identify trends and provide suggestions to advisors in order to retain assets.
  • Provide effective product and sales support to cultivate relationships and drive sales. Achieve or exceed activity targets and sales goals.
  • Proactively identify and work to implement new sales ideas, concepts and solutions. Profile advisors, uncover needs and determine cross-sell opportunities.
  • Consistently maintain top levels of activity and sales results and develop/sustain strong relationships with financial advisors.
  • Provide support to dealers and brokers on the market and fund performance, as well as portfolio profiles, value added programs, products and corporate updates.
  • 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.
  • Create and deliver effective sales presentations and conference calls to promote AGF products.
  • Manage yearly budget in order to achieve yearly objectives.
  • Maintain timely and accurate records of all advisor activity.
  • Weekend & evening presentations may be required.
  • Travel may be required

Your Qualifications:

  • University degree preferred or equivalent work experience.
  • Solid knowledge of the investment industry, combined with minimum 5 years Wholesaler experience or industry equivalent.
  • Established IIROC advisor relationships, in the Vancouver, Lower Mainland, and/or BC Okanagan regions.
  • Strong capital markets knowledge, particularly of the stock and bond markets and how they relate to mutual funds, ETFs and Alternatives
  • Knowledge of advanced investments products preferred.
  • Proven sales ability with effective customer relationship building skills.
  • Team player and self–starter, highly motivated, and results driven.
  • Demonstrates a high level of independence and creativity.
  • Strong organizational and follow-up abilities.
  • Exceptional written and oral communication skills, effective listening skills; excellent presentation skills.
  • Ability to thrive in fast-paced challenging environment.
  • Proficient in Microsoft Word, PowerPoint and Excel and Salesforce
  • Advanced certification, CFA, MBA, CFP or CIM preferred.

Compensation:

The base salary range for this position is $85,000 - $125,000 annually. Salaries will vary based on factors such as position location and candidate experience / qualifications. In addition, AGF offers a competitive total compensation package, which includes variable compensation, benefits, and retirement savings plans.

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