Avp, National Accounts

4 days ago

Toronto, Canada AGF Management Limited Full time

About Us

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

About the Role

Join our dynamic National Accounts Team in Toronto as the AVP of National Accounts, reporting to the Senior Vice President (SVP) of National Accounts. In this role, you will foster relationships with investment dealers to promote AGF’s investment strategies. With a deep understanding of national accounts, you will collaborate closely with AGF’s stakeholders to enhance growth and awareness within the investment dealer channel.

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

Your Responsibilities
- Build and maintain strong connections with investment dealers, head office gatekeepers, and analysts to achieve business goals.
- Incorporate recommended lists, UMA/SMA, models, alternative strategies, ETFs, segregated funds on dealer platforms.
- Drive AUM growth across various business lines and facilitate the approval of OM-related strategies.
- Organize conferences, national calls, road shows, and national account-sponsored events.
- Schedule and conduct quarterly meetings with head office gatekeepers and analysts.
- Work with Retail and Capital Partners distribution teams to help cultivate new opportunities and support client relationships.
- Work with Retail and Capital Partners divisons to help cultivate new opportunities and support client relationships.
- Maintain and update account plans monthly.
- Strive to meet and exceed targeted KPIs.

Your Qualifications
- Bachelor’s degree in finance or a related field.
- Extensive knowledge of the investment industry, including at least 10 years of experience.
- Comprehensive understanding of Mutual Fund Recommended lists, UMA/SMA, Alternative Strategies (private and liquids), Models, ETFs, Segregated Funds.
- Proven experience working with investment dealer (CIRO).
- In-depth knowledge of investment products, markets and competitive trends.
- Proficient in Microsoft Office, Outlook, Morningstar Direct, Evestnet and Salesforce.
- Exceptional sales and client service skills with a proven track record.
- Excellent networking, presentation and relationship-building skills.
- Strong business planning and organizational skills with the ability to manage multiple priorities.
- Self-motivated, proactive, and able to work independently while supporting team goals.
- Willingness to travel and work outside of normal hours.

Additional Strengths
- Certifications: CFA preferred, CFP, or MBA is an asset

INDS

No unsolicited agency referrals please.

R11065

  • Avp, Liability National Accounts

    5 days ago

    Toronto, Canada Zurich Insurance Full time

    The Opportunity- Zurich Canada is currently looking for an AVP, Liability National Accounts Underwriter, reporting to the VP, National Accounts. Your relationship building and problem-solving expertise will help us drive positive impact with our customers, communities, and each other. You will serve as a customer advocate with a focus on improving the...

  • Associate Vice President National Accounts

    4 days ago

    Toronto, Canada National Bank of Canada Full time

    As the Associate Vice President (AVP), National Accounts, you will guide the company’s efforts to maintain and expand relationships with large, national distribution partners. You will be responsible for collaborating with internal and external stakeholders to achieve business goals and develop relationships, while leading the business planning cycle to...

  • Assistant, National Accounts

    7 days ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • AVP, Software Development

    4 days ago

    Toronto, Ontario, Canada LHH Full time

    Client: Canadian Securities Administrators, IT Systems Office (CSA ITSO)Position: AVP, Software DevelopmentReports to: VP, Program and Product DeliveryLocation: TorontoTHE ORGANIZATIONThe Canadian Securities Administrators (CSA), is the umbrella organization of Canada's 10 provincial and 3 territorial securities regulators whose objective is to improve,...

  • Avp Budgets

    2 weeks ago

    Toronto, Canada York University Full time

    **Purpose**: The AVP, Budgets & Asset Management role reports to the Vice President, Finance and Administration. The Division of Finance and Administration (DFA) is committed to providing professional, value-added services that enable and support York University's mission and vision. DFA strives to be recognized for service excellence thorough working...

  • AVP Corporate Financial Reporting

    3 days ago

    Toronto, Canada Canada Life Full time

    Position: AVP, Corporate Financial Reporting – Internal Controls Over Financial Reporting (ICOFR) Responsibilities Reporting to the VP, Global Accounting Policy, Financial Reporting & Control, the AVP, Corporate Financial Reporting – Internal Controls Over Financial Reporting (“ICOFR”) owns the maintenance and enhancement of the Company’s global...

  • Avp, Technology Delivery

    2 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for an **_AVP, Technology Delivery - Advisory Network Technology._** Our Individual Wealth, Insurance Solution and Advisor Network(IWIS&AN) Technology group is looking to hire an Assistant Vice-President, Portfolio Leader who will report to the Vice President - IWIS&AN Technology. This role acts as the single point of...

  • Corporate Accountant CSA

    1 week ago

    Toronto, Ontario, Canada Quantum Management Services Ltd. Full time

    Position:Corporate Accountant - IT Systems OfficeLocation:Toronto - HybridSecurities regulators from each of the 10 provinces and 3 territories of Canada have teamed up to form the Canadian Securities Administrators (CSA). The CSA is a voluntary umbrella organization of Canada's provincial and territorial securities regulators whose objective is to improve,...

  • AVP Wealth Consultant

    3 weeks ago

    Toronto, Canada Sun Life Financial Full time

    AVP Wealth Consultant page is loaded## AVP Wealth Consultantlocations: Toronto, Ontario: Sun Life Waterloo King: Sun Life Montreal Metcalfetime type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll...

  • AVP Wealth Consultant

    3 weeks ago

    Toronto, Canada Sun Life Financial Full time

    AVP Wealth Consultant page is loaded## AVP Wealth Consultantlocations: Toronto, Ontario: Sun Life Waterloo King: Sun Life Montreal Metcalfetime type: Full timeposted on: Posted Todayjob requisition id: JR00118521You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your...