Business Development Manager

About Us:
Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

About the Team:
The Retail Sales Department is responsible for servicing our advisors by providing value add solutions and an exceptional advisor experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.

About the Role:
You will build strong and lasting business relationships with our advisors by identifying, selling and cross-selling opportunities.

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, join us and you will have the opportunity to build an exciting and evolving career.

This position will be in a hybrid setting with flexibility to work from home, or out of our Vancouver or Calgary office.

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 advisors
- 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 advisors and prospective advisors with product information and materials as required
- Participate in AGF branch visits, advisor 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 advisors 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 advisor relationships through the booking of advisor 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 advisor 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 advisor visits

Your Skills and Qualifications:

- Bachelor's degree in finance or a related field
- Experience in the sales or finance industry
- Strong computer and phone skills, including Microsoft Office (word, excel, power point)
- Developed presentation skills and telephone skills
- Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds
- Ability create and maintain advisor relationships
- Strong communication skills, both written and verbal
- 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

INDS

No unsolicited agency referrals please.

R10695