Jobs at AGF Investments

Conduct fundamental research on companies and sectors, build financial models and valuations, generate investment ideas, and present recommendations to portfolio managers. Monitor portfolio holdings, market developments, risks, and investment theses while engaging with company management and industry experts. Prepare written research, contribute to investment discussions, and support analyst development.

Supports equity analysts and portfolio managers through fundamental company and industry research, financial modeling, earnings forecasting, valuation analysis, and monitoring of investment opportunities. Prepares research summaries, earnings updates, presentations, and financial statement analyses while tracking company announcements and market developments. Collaborates with investment teams, contributes to investment discussions, and develops buy-side research expertise through mentorship and hands-on experience.

Supports investment operations for institutional and private client accounts, including trade settlements, reconciliations, security pricing, corporate actions, proxy voting, management fees, audits, portfolio database transactions, revenue reporting, and client tax and regulatory reporting. The role also processes mutual fund, GIC, money market, foreign exchange, private placement, and pooled fund transactions while maintaining accurate securities and custodial records.

Support and administer marketing technology platforms, build and deploy marketing automation workflows and email campaigns, manage audience segmentation and reporting, provide user support and training, troubleshoot platform issues, document processes, and help optimize marketing operations and integrations across teams and vendors.

Leads learning and leadership development, organizational design, talent mapping, succession planning, coaching, and mentorship initiatives. Translates organizational priorities into programs, manages vendors and stakeholders, oversees implementation, and evaluates effectiveness through reporting and performance measures. Requires strong project management, organizational development, talent management, change management, and HR technology capabilities.

Administer new account openings, incoming transfers, and complex estate and trust account transitions. Communicate with clients, custodians, accountants, and lawyers; manage DocuSign documentation; reconcile client, custodial, and portfolio-management records; maintain contact data; and support annual KYC/IPS, tax-information, RRSP-to-RRIF, RESP grant, and charitable foundation projects.

Design, build, and deliver scalable Salesforce solutions across Sales Cloud, Data Cloud/Data360 and Agentforce. Lead data integration, identity resolution, data modelling, AI-assisted workflows, Flow/Apex development, LWC/Visualforce components, and platform administration. Own end-to-end delivery, governance, data quality, and release management while partnering with sales and data teams to implement automation and AI-enabled sales workflows.

Designs, builds, deploys, and supports production-grade AI applications for business stakeholders. Responsibilities include identifying AI opportunities, developing agents, Copilot solutions, automation workflows, and RAG systems; integrating enterprise data and applications; managing delivery through production; monitoring adoption and performance; and ensuring security, privacy, compliance, and responsible AI governance. The role also develops reusable engineering frameworks and advises leaders on AI strategy and implementation.

Leads AGF’s AI platform engineering strategy, architecture, governance, and operations. Owns platforms including Azure AI Foundry, Databricks, Copilot Studio, and Claude; establishes reference architectures, CI/CD, infrastructure as code, observability, security, cost controls, data governance, and lifecycle management. Builds shared components and developer tooling, guides AI engineers, evaluates emerging platforms, partners with risk and compliance teams, and develops a platform engineering team to deliver secure, production-grade AI capabilities.

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.

Manage and grow mutual fund relationships across Niagara, the GTA and northern Ontario. Develop account and business plans, monitor advisor fund flows, provide product and sales support, deliver presentations and seminars, use CRM tools to manage activity, ensure compliance, and drive retention, cross-sell and new-advisor acquisition to meet district targets.