Institutional Sales Support Professional

7 days ago


Toronto, Ontario, Canada AGF Management Limited Full time
Company Overview

AGF Management Limited is an independent and globally diverse asset management firm, founded in 1957. Our company delivers excellence in investing through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth.

We bring a disciplined approach, focused on sound, responsible, and sustainable corporate practices. Our collective investment expertise extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors.

About the Team

The Global Institutional Sales Support & Client Relations team plays a critical role in the success of the Institutional and National Accounts business at AGF. We work closely with sales and investment management teams globally and liaise with various departments to ensure accurate and high-quality information for client requirements and Requests for Proposals (RFPs).

This enables AGF to win new business, retain clients, and support the firm's overall growth strategy. The team is also responsible for all client deliverables, maintaining consultant databases, and responding to due diligence questionnaires and public surveys that build our brand.

About the Role

You will have dual responsibilities; 50% of your time servicing and interacting directly with clients, 50% of your time will be spent performing RFP Writer duties, including oversight of consultant databases.

Key Responsibilities

RFP Writing:

  • Responding to Requests for Proposal (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) from prospective clients and consultants across the Institutional and Strategic Accounts business channels;
  • Maintaining an organized repository of approved narratives for each marketed strategy;
  • Working with internal groups to supply information for consultant databases and due diligence portals.

Client Service:

  • Delivering quality client service to AGF's global institutional and strategic clients;
  • Generating client reporting on a monthly, quarterly, annual, and ad hoc basis;
  • Managing coordination of internal/external meetings, including preparation and presentation of materials;
  • Functioning as a critical relationship/sales contact with internal teams at AGF;
  • Supporting institutional sales professionals, consultant relations team members, and client service teams as needed;
  • Completing ad hoc data and regular reporting requests.

General:

  • Acting as a team liaison with other departments within AGF such as Legal, Compliance, Marketing, and Investment Management;
  • Contributing ideas on process improvement and brainstorming solutions in a team environment.


  • Toronto, Ontario, Canada Collins Recruitment Group Full time

    VP Institutional SalesWe are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private...


  • Toronto, Ontario, Canada Collins Recruitment Group Full time

    VP Institutional Sales We are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on...


  • Toronto, Ontario, Canada Collins Recruitment Group Full time

    VP Institutional SalesWe are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private...


  • Toronto, Ontario, Canada Collins Recruitment Group Full time

    VP Institutional Sales We are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on...


  • Toronto, Ontario, Canada Collins Recruitment Group Full time

    We are seeking a highly experienced and strategic Institutional Sales Professional to join our team, as VP, Institutional Sales. Reporting to the Head of Canadian Institutional Investments, you will be responsible for developing and executing a proactive capital raising strategy targeting institutional clients, with a focus on private equity real estate. In...


  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job OverviewThis is an exciting opportunity to join our team as a Sales Analyst and contribute to the growth of our Treasury and Payment Solutions organization. In this role, you will play a critical part in supporting our sales teams, clients, and stakeholders, ensuring seamless sales experiences.About the PositionThe ideal candidate will have:2-3 years of...


  • Toronto, Ontario, Canada AGF Full time

    About the Role:This senior role involves dual responsibilities: servicing and interacting with clients (50%), and performing RFP Writer duties, including overseeing consultant databases (20%). You will report to the Director, Global Institutional Sales Support & Client Relations.Your Responsibilities:Responding to RFPs, RFIs, and DDQs from prospective...


  • Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    PenderFund Capital Management Ltd. is an independent investment firm that fosters a diverse and inclusive work environment.We are seeking a Senior Associate to support the sales team in Vancouver or Toronto, playing a key role in client relationship development and strengthening ties with sophisticated investors and prospects.Main Responsibilities...


  • Toronto, Ontario, Canada AGF Full time

    About AGF:AGF Management Limited is a global asset management firm founded in 1957. We deliver excellence in investing through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.We bring a disciplined approach to our investments, incorporating sound corporate practices. Our collective investment expertise extends globally to...


  • Toronto, Ontario, Canada AGF Full time

    About the RoleThis position plays a crucial role in supporting the success of AGF's Institutional and National Accounts business. As a Senior Associate, Global Institutional Sales Support, you will work closely with sales and investment management teams globally to ensure seamless client interactions.Key responsibilities include servicing and interacting...


  • Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    **About Us**PenderFund Capital Management Ltd. is a pioneering, employee-owned investment firm established in 2003. Our mission is to become the top choice for investors seeking protection and growth of their capital. With a strong focus on value-based investing, we have grown from a small team into a diverse and inclusive workplace with over 70 talented...


  • Toronto, Ontario, Canada Equiton Inc Full time

    Posted Tuesday, March 4, 2025 at 5:00 AMVP, Institutional SalesAbout Equiton :Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    At Nicola Wealth Management Ltd., we're dedicated to delivering exceptional service in a values-driven work environment. Our sophisticated financial planning, diversified private investment funds, and exceptional performance have earned us recognition as a national leader in wealth management. We're passionate about our business, culture, and investing in...


  • Toronto, Ontario, Canada System Canada Full time

    System Canada's broad range of skills in various technologies has been achieved through a conscious effort to strengthen our skills base. Each team member brings unique skills that enhance our offerings, allowing us to continuously learn and develop through both on-the-job experience and formal training programs.We value diversity and strive to create an...


  • Toronto, Ontario, Canada Gilligan & Associates Full time

    OverviewGilligan & Associates is proud to partner with Munro Partners, a leading global investment manager focused on growth equities. With over $5 billion in assets under management, Munro Partners offers a unique opportunity for a seasoned sales professional to join their team in Toronto.Munro Partners thrives on diversity and inclusion, fostering a...


  • Toronto, Ontario, Canada PenderFund Capital Management Ltd. Full time

    PenderFund Capital Management Ltd ("Pender") is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a...

  • Sales Professional

    2 days ago


    Toronto, Ontario, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions is a leading sales agency seeking a skilled Sales Professional to educate clients on the benefits of President's Choice Financial products.Responsibilities:Evaluate customer needs and provide tailored recommendations.Build strong relationships with store personnel and maintain confidentiality.Drive sales, advocacy, and brand...


  • Toronto, Ontario, Canada Nicola Wealth Management Ltd. Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...


  • Toronto, Ontario, Canada The Heico Companies LLC Full time

    Key ResponsibilitiesAs a Construction Sales Professional, your key responsibilities will include:Selling Titan Formwork products and services to new and existing customersProviding technical support and on-site service for large multi-family residential, commercial, and institutional projectsGrowing account share through effective communication and...


  • Toronto, Ontario, Canada ENGINEERINGUK Full time

    Director, Institutional Relationship ManagerAbout this roleThe Global Client Businesses serve institutional and retail clients in more than 60 countries, including corporate, public, union and industry pension plans; insurance companies; endowments; foundations; charities; corporations; official institutions; banks and individuals worldwide. We have teams of...