Job Description

About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

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

Au sujet de l\xe2\x80\x99\xc3\xa9quipe:

Le service des ventes de d\xc3\xa9tail est charg\xc3\xa9 de servir nos clients en offrant des solutions \xc3\xa0 valeur ajout\xc3\xa9e et une exp\xc3\xa9rience client exceptionnelle. L\xe2\x80\x99\xc3\xa9quipe accorde une importance particuli\xc3\xa8re \xc3\xa0 l\xe2\x80\x99innovation, au leadership, de m\xc3\xaame qu\xe2\x80\x99\xc3\xa0 l\xe2\x80\x99engagement personnel. Notre croissance et notre r\xc3\xa9ussite sont le r\xc3\xa9sultat direct de la d\xc3\xa9termination et du d\xc3\xa9vouement de nos employ\xc3\xa9s, ainsi que de notre d\xc3\xa9marche rigoureuse \xc3\xa0 l\xe2\x80\x99\xc3\xa9gard de l\xe2\x80\x99investissement.

Au sujet du r\xc3\xb4le:

Vous \xc3\xa9tablirez des relations d\xe2\x80\x99affaires solides et durables avec nos clients en sachant cerner et promouvoir les occasions de vente et en effectuant des ventes crois\xc3\xa9es, de m\xc3\xaame qu\xe2\x80\x99en mesurant la satisfactions des clients.

Une personne professionnelle \xc3\xa9nergique et motiv\xc3\xa9e en plus d\xe2\x80\x99\xc3\xaatre chevronn\xc3\xa9e en mati\xc3\xa8re de ventes, vous travaillez tr\xc3\xa8s bien au sein d\xe2\x80\x99une \xc3\xa9quipe. Les march\xc3\xa9s vous passionnent et vous \xc3\xaates enthousiaste \xc3\xa0 l\xe2\x80\x99id\xc3\xa9e d\xe2\x80\x99exercer une influence quant \xc3\xa0 la satisfaction des clients d\xe2\x80\x99AGF. Si ce profil vous ressemble et r\xc3\xa9sume votre exp\xc3\xa9rience, joignez-vous \xc3\xa0 notre \xc3\xa9quipe et vous aurez l\xe2\x80\x99occasion de vous b\xc3\xa2tir une carri\xc3\xa8re stimulante et \xc3\xa9volutive.

Vos responsabilit\xc3\xa9s:

• Collaborer avec le vice-pr\xc3\xa9sident r\xc3\xa9gional des ventes et le directeur r\xc3\xa9gional des ventes pour accro\xc3\xaetre les ventes et la part de march\xc3\xa9 des produits AGF, en effectuant des appels de vente proactifs aupr\xc3\xa8s de clients nouveaux et existants
• Offrir de fa\xc3\xa7on proactive, ou sur demande, un soutien aux courtiers, en ce qui concerne le rendement du march\xc3\xa9 et des fonds, les strat\xc3\xa9gies de gestion, les philosophies, les styles et les processus des getionnaires de portefeuille, ainsi que les profils des portefeuilles, les programmes \xc3\xa0 valeur ajout\xc3\xa9e, les mises \xc3\xa0 jour concernant les produits ou les soci\xc3\xa9t\xc3\xa9s et les tendances au sein de l\xe2\x80\x99industrie.
• Appuyer le vice-pr\xc3\xa9sident r\xc3\xa9gional des ventes et le directeur r\xc3\xa9gional des ventes en fournissant aux clients actuels et potentiels des renseignements et de la documentation sur les produits, selon les besoins
• Participer aux visites de succursales AGF, aux w\xc3\xa9b\xc3\xa9missions destin\xc3\xa9es aux clients, aux pr\xc3\xa9sentations dans les diverses succursales, aux tourn\xc3\xa9es, aux conf\xc3\xa9rences et aux \xc3\xa9v\xc3\xa9nements de l\xe2\x80\x99industrie
• Mener des \xc3\xa9tudes de march\xc3\xa9 r\xc3\xa9gionaux relativement aux organismes et aux populations locales afin de cerner les besoins \xc3\xa9mergents et les nouvelles occasions de vente, de fa\xc3\xa7on \xc3\xa0 partager les renseignements avec les membres de l\xe2\x80\x99\xc3\xa9quipe
• Surveiller les activit\xc3\xa9s de vente \xc3\xa0 l\xe2\x80\x99int\xc3\xa9rieur du territoire afin de reconna\xc3\xaetre les tendances et de faire des suggestions aux clients dans le but de retenir les actifs
• \xc3\x89tablir et maintenir de solides relations internes et externes afin de permettre la reconnaissance, l\xe2\x80\x99optimisation et la r\xc3\xa9alisation de vente
• Soutenir l\xe2\x80\x99\xc3\xa9tablissement de relations de vente et avec les clients en organisant des rencontres avec la client\xc3\xa8le, principalement pour le vice-pr\xc3\xa9sident r\xc3\xa9gional des ventes et le directeur r\xc3\xa9gional des ventes, selon les besoins
• Utiliser efficacement les outils de vente fournis, y compris la technologie (module Leads du CRM) pour obtenir les r\xc3\xa9sultats d\xe2\x80\x99affaires requis
• Suivre l\xe2\x80\x99\xc3\xa9volution du march\xc3\xa9 et incorporer les informations obtenues dans les conversations avec les conseillers. Se tenir au courant en ce qui concerne la concurrence et communiquer efficacement les avantages et les occasions lorsque des situations concurrentielles se pr\xc3\xa9sentent.
• Maintenir \xc3\xa0 jour les renseignements sur les clients dans la base de donn\xc3\xa9es du logiciel de gestion de la relation client (CRM)
• S\xe2\x80\x99assurer que les proc\xc3\xa9dures de conformit\xc3\xa9 et de gouvernance sont respect\xc3\xa9es en ce qui a trait \xc3\xa0 la gestion des d\xc3\xa9penses et aux autres aspects r\xc3\xa9glement\xc3\xa9s du travail
• Offrir un soutien efficace en mati\xc3\xa8re de produits et de ventes pour entretenir les relations et stimuler les ventes
• Participer aux visites des clients ou en diriger au besoin, et avec l\xe2\x80\x99approbation du vice-pr\xc3\xa9sident des ventes au d\xc3\xa9tail et du vice-pr\xc3\xa9sident de district

Vos comp\xc3\xa9tences et qualification :

• Baccalaur\xc3\xa9at en finance ou dans un domaine connexe
• L\xe2\x80\x99exp\xc3\xa9rience dans l\xe2\x80\x99industrie de la finance est un atout important
• La connaissance de Salesforce.com est un atout important
• Solides comp\xc3\xa9tences en informatique et en service au t\xc3\xa9l\xc3\xa9phone, y compris Microsoft Office (Word, Excel, PowerPoint)
• Comp\xc3\xa9tences bien \xc3\xa9tablies en techniques de pr\xc3\xa9sentation et en service au t\xc3\xa9l\xc3\xa9phone
• Aptitude \xc3\xa0 \xc3\xa9tablir et \xc3\xa0 entretenir des relations avec les clients
• Solides comp\xc3\xa9tences en communication orale et \xc3\xa9crite
• Comp\xc3\xa9tences organisationnelles consid\xc3\xa9rables
• Excellentes comp\xc3\xa9tences interpersonnelles, de m\xc3\xaame qu\xe2\x80\x99en mati\xc3\xa8re de jugement et de prise de d\xc3\xa9cision
• Personne motiv\xc3\xa9e et dot\xc3\xa9e d\xe2\x80\x99un excellent esprit d\xe2\x80\x99\xc3\xa9quipe

Points forts que vous pourriez ajouter dans le cadre de ce r\xc3\xb4le :

• Avoir r\xc3\xa9ussi le cours CCVM et celui de l\xe2\x80\x99IFIC ou l\xe2\x80\x99\xc3\xa9quivalent
• Connaissance approfondie du secteur des valeurs mobili\xc3\xa8res, plus particuli\xc3\xa8rement des march\xc3\xa9s boursiers et obligataires, et de leurs liens avec les fonds communs de placement

#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.

# R10869

AGF Management