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\xe2\x80\x99s 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 skills and qualifications:

Bachelor\'s degree in finance or related field

Strong asset to have financial industry experience

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

#INDS

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.

# R10870

AGF Management