Job Description
About the Team:
The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client 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 clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.
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.
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 clients
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 clients and prospective clients with product information and materials as required
Participate in AGF branch visits, client 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 clients 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 client relationships through the booking of client 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 client 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 client visits
Your Qualifications:
Bachelor's degree in finance or related field
Strong asset to have financial industry experience, preferably as a Sales Coordinator or Business Development Manager
Knowledge of Salesforce.com a strong asset
Strong computer and phone skills, including Microsoft Office (word, excel, power point)
Developed presentation skills and telephone skills
Ability create and maintain client relationships
Strong communication skills, both written and verbal
Strong organizational skills
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
Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds
No unsolicited agency referrals please.
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
# R11144
The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client 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 clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.
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.
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 clients
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 clients and prospective clients with product information and materials as required
Participate in AGF branch visits, client 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 clients 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 client relationships through the booking of client 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 client 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 client visits
Your Qualifications:
Bachelor's degree in finance or related field
Strong asset to have financial industry experience, preferably as a Sales Coordinator or Business Development Manager
Knowledge of Salesforce.com a strong asset
Strong computer and phone skills, including Microsoft Office (word, excel, power point)
Developed presentation skills and telephone skills
Ability create and maintain client relationships
Strong communication skills, both written and verbal
Strong organizational skills
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
Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds
No unsolicited agency referrals please.
AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.
# R11144
💡 Quick Summary
Seeking a career-building opportunity? The Business Development Manager position is now open for candidates interested in the Operations Executive Jobs sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.