Regional Wholesaler
6 days ago
“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.”You will partner with a wholesaler to raise and keep assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will find advisors’ needs, uncover areas of opportunities, discuss products, and offer a consultative solution to help their clients.Territory: Greater Toronto Area West: Coverage includes Peel Region, Halton Region, Hamilton, Kitchener, Waterloo and Guelph“I am the person Capital Group is looking for.”You will focus 70% of your time as an internal wholesaler supporting the main territory and 30% of your time as a hybrid wholesaler covering your own clients.You will partner with the wholesaler to develop, implement, and execute a strategic business and coverage plan that targets select advisors based on their segmentation.You’ll play a critical role in connecting with advisors to highlight and support Capital Group Canada’s investments and solutions that align with advisor goals.You will manage the sales pipeline and work with a team (wholesaler and sales support coordinator) to advance the sales process for mutual funds, separately managed accounts (SMAs) and exchange traded funds (ETFs) opportunities. You have experience in conducting proactive sales calls to strategically selected advisors to build and own relationships and consistently move the sales process forward. Your scope will include gathering and using data, including economic, industry, and other business-related information; to incorporate, as appropriate, in discussions with advisors and coverage of the territory.To thrive in the role, you will execute business plans in partnership with your team, to meet and exceed expected territory results. In addition, you will evaluate results and decide adjustments in coverage strategy, as needed.You will use your expertise of the mutual fund industry, SMAs, ETFs and other applicable investment products.You have knowledge of current and possible future trends in the industry.QualificationsMinimum 4-5 years of experience in a sales role in the asset management industry.Proven client relationship building and sales results.Bachelor’s degree with a preference in business. MBA is an asset.CIM or CFP preferred.Excellent communication and time management skills.Ability to work independently and as part of a team.Effective leadership skills.
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Regional Wholesaler
2 weeks ago
Greater Toronto Area, Canada Capital Group Full time"I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group."You will partner with a wholesaler to raise and keep assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will find advisors' needs, uncover areas of opportunities,...
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Regional Wholesaler
2 days ago
Toronto, Canada Capital Group Full timeRegional Wholesaler (Hybrid Wholesaler)-GTA West page is loaded## Regional Wholesaler (Hybrid Wholesaler)-GTA Westlocations: Regional International: Torontotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR5840**“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.”**You will partner with a wholesaler...
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Regional Wholesaler
4 days ago
Toronto, Canada Capital Group Full timeRegional Wholesaler (Hybrid Wholesaler)-GTA West page is loaded## Regional Wholesaler (Hybrid Wholesaler)-GTA Westlocations: Regional International: Torontotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR5840**“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.”**You will partner with a wholesaler...
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Regional Wholesaler
4 days ago
Toronto, Canada Capital Group Full timeRegional Wholesaler (Hybrid Wholesaler)-GTA West page is loaded## Regional Wholesaler (Hybrid Wholesaler)-GTA Westlocations: Regional International: Torontotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR5840**“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.”**You will partner with a wholesaler to raise...
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Regional Wholesaler
4 days ago
Toronto, Canada Capital Group Full time“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.” You will partner with a wholesaler to raise and keep assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will find advisors’ needs, uncover areas of opportunities,...
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Regional Wholesaler
4 days ago
Toronto, Canada Capital Group Full time“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.” You will partner with a wholesaler to raise and keep assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will find advisors’ needs, uncover areas of opportunities,...
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Regional Wholesale Representative
7 days ago
Toronto, Canada VG Meats Full timeVG Meats is looking for a Regional Wholesale Representative in the GTA, ON! We are looking to hire a Regional Wholesale Representative to join our Group of companies. You will represent the company and its brands in a way that supports the regeneration of the entire network. To do well in this role, you should have previous experience as a sales...
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Regional Director
8 hours ago
Toronto, Canada National Bank Full timeThis position will cover the Horseshoe area, including Kitchener, Waterloo, and the Niagara region.Embark on an exciting career with National Bank Investments! We are actively seeking a locally based Regional Director to join our rapidly growing business. As a Regional Director (Wholesaler), you will play a pivotal role as a trusted partner and relationship...
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Regional Director
12 hours ago
Toronto, Canada National Bank Full timeAttendance Remote Job number 30223 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 07-Jan-2026 Area(s) of interest: Wealth management Location(s): Hamilton, Kitchener, Toronto, Waterloo This position will cover the Horseshoe area, including Kitchener, Waterloo, and...
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External Retail Wholesaler
1 week ago
Toronto, ON, Canada Manulife Full timeReporting to the VP Regional Sales for Ontario, the External Wholesaler is accountable for the development and implementation of a strategy that establishes Manulife Investments in our sales channels. Dealing directly with Financial Advisors, they will be responsible for promoting all products within Investments as well as providing a solution-based method...
