Associate, Wealth Solutions (Western Canada)

About the Role:

Your responsibilities:

• Reporting to the Principal, Wealth Solutions, you will:
• Collaborate to support an increase in sales and market share of AGF Capital Partners products.
• Support business development efforts by conducting high volume prospecting of investment advisors through phone calls and emails.
• Identify new prospects, set up introductory and follow up meetings with senior team members.
• Proactively provide a high degree of service and support to develop new and existing advisor relationships through timely and professional client servicing. This includes ad hoc requests such as preparing and sharing material on funds, product questions etc.
• Coordinate and participate in branch presentations, client seminars, road shows, conferences, and industry events.
• Conduct regional market research on organizations and people to identify new sales opportunities.
• Effectively utilize sales tools including technology (CRM, Leads Module) to best achieve required business results.
• Maintain up to date client information in the CRM database including detailed meeting and call notes.
• Assist the team with due diligence requests from prospective investors (RFPs, DDQs, investment case studies, online data rooms).
• Assist with ongoing compliance and administrative tasks.

What You Bring:

• Undergraduate degree in finance or related field.
• Minimum 1-3 years of prior experience in a sales role within the financial services industry is a strong asset.
• 1+ years of sales experience, preferably in a role with a high volume of cold calls and emails to prospective clients.
• Knowledge of alternative asset classes preferred, but not required.
• Knowledge of Salesforce, an asset.
• Strong computer skills, including Microsoft Office (Word, Excel, PowerPoint).
• Developing presentation skills and proven exceptional telephone skills.
• Demonstrated ability to develop and maintain client relationships.
• Strong communication skills, both written and verbal.
• Strong organizational skills and ability to multitask.
• Excellent interpersonal, judgment & decision-making skills.
• Self-motivated and ability to be a strong team player.
• Must have a desire to work in a team-oriented and entrepreneurial sales environment.
• AGF is a hybrid work environment, requiring employees to work from the office a minimum of three days per week.
• #LI-DNI
• #LI-HYBRID
• No unsolicited agency referrals please.
• AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
• We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
• We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.

Qualifications

• Undergraduate degree in finance or related field.
• Minimum 1-3 years of prior experience in a sales role within the financial services industry is a strong asset.
• 1+ years of sales experience, preferably in a role with a high volume of cold calls and emails to prospective clients.
• Knowledge of alternative asset classes preferred, but not required.
• Knowledge of Salesforce, an asset.
• Strong computer skills, including Microsoft Office (Word, Excel, PowerPoint).
• Developing presentation skills and proven exceptional telephone skills.
• Demonstrated ability to develop and maintain client relationships.
• Strong communication skills, both written and verbal.
• Strong organizational skills and ability to multitask.
• Excellent interpersonal, judgment & decision-making skills.
• Self-motivated and ability to be a strong team player.
• Must have a desire to work in a team-oriented and entrepreneurial sales environment.
• AGF is a hybrid work environment, requiring employees to work from the office a minimum of three days per week.
• #LI-DNI
• #LI-HYBRID
• No unsolicited agency referrals please.
• AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.
• We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.
• We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] so that appropriate arrangements can be made.