About AGF:
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 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.
The Team is comprised of Regional Vice-Presidents Regional Sales Managers (Wholesalers), Business Development Managers (Inside Wholesalers), and Regional Sales Coordinators.
About the Role:
Our Retail Distribution Sales Team has an outstanding career opportunity for you on our Toronto team. Reporting to the Director, Business Development you will provide administrative support to the sales team and build strong and lasting relationships.
You are a great team player, and an energetic, motivated and articulate individual. You are passionate about financial 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:
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Managing the wholesaler calendar and scheduling regular client meetings for two regions
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Coordinating all aspects of territory events (branch meetings, appreciation and product manager presentations)
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Preparing correspondence, special mailings, client reports and managing continuing education credits for clients
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Ordering all team marketing materials & promotional items
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Sorting and prioritizing incoming emails & responding to both internal & client inquiries/requests
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Maintaining all client related information in AGF’s CRM database
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Facilitating weekly team meetings with a prepared agenda
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Team collaboration on territory sales strategies to increase gross sales
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Booking all travel (air, hotel and transportation) for the sales teams
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Preparing/presenting weekly & monthly internal team reports
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Processing expenses and oversee territory budget
Your Qualifications:
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Related post-secondary education
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Advanced knowledge of MS Word, Outlook and Excel
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Excellent communication skills, both written and verbal
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Professional telephone manner
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Excellent organizational skills and attention to detail
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Ability to work well under pressure
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Ability to take initiative and work both independently and in a team environment
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Ability to learn new systems quickly (ie: CRM system, Concur and Salesforce)
Additional Strengths you may bring to the role:
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Willingness to pursue other certifications (ie: CSC, IFIC)
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Knowledge of the Mutual Fund Industry
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.
# R11124
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What We Do
AGF Investments is comprised of various subsidiaries of AGF Management Limited who manage and advise on a variety of investment solutions for clients globally. The investment teams draw upon and integrate fundamental and quantitative investing capabilities and research across the companies. AGF Investments’ disciplined approach, global mindset and eye to risk management have allowed us to continue to evolve and thrive as a diversified asset manager. AGF Investments’ teams embrace a culture of collaboration with the belief that an interconnected team leads to a better understanding of an interconnected world as we strive to deliver on investment objectives and provide an exceptional client experience.
AGF Investments’ offerings include a broad range of equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating solutions.
AGF Investments services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts.
AGF Investments entities only provide investment advisory services or offers investment funds in the jurisdiction where such firm and/or product is registered or authorized to provide such services
