AGF Investments Benefits Overview

Supports AGF Capital Partners’ Western Canada distribution strategy by prospecting investment advisors through high-volume calls and emails, identifying opportunities, arranging meetings, servicing existing advisor relationships, and coordinating presentations, seminars, conferences, and events. The role also conducts market research, maintains CRM records, supports investor due diligence requests, and assists with compliance and administrative activities.

Lead business and technology project analysis across investment operations: gather requirements, design future-state processes, author functional specs and data maps, run vendor RFPs, support design reviews, develop test and training plans, and guide implementation to optimize workflow.

Serve as primary phone contact for financial advisors and investors, resolving account, transaction, procedural and product inquiries. Maintain product and policy knowledge, meet service standards, rotate shifts between 8 AM–8 PM, collaborate across teams, and contribute to a positive team environment while multitasking across computer applications.