Overview
AVP Retail Sales Jobs in Toronto – Ontario at F1250 Franklin Templeton Investments Corp
Title: AVP Retail Sales
Company: F1250 Franklin Templeton Investments Corp
Location: Toronto – Ontario
Category: Sales, Finance & Banking
At Franklin Templeton, we’re advancing our industry forward by developing new and
innovative
ways to help our clients achieve their investment goals. Our
dynamic
and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming,
inclusive
, and flexible culture to our global and
diverse
business, we provide opportunities to help you
reach your potential
while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world! What is the Assistant Vice President, Junior Wholesaler responsible for?
The Assistant Vice President, Junior Wholesaler works as part of a sales team to achieve a specific sales target with coverage of 300 advisory relationships specific firms in Southwest Ontario and successful candidate must reside in Hamilton/Burlington. To be successful in the role, the incumbent is an experienced financial services sales or business development professional, with strong partnership and business relationship skills.
What are the ongoing responsibilities of an Assistant Vice President, Junior Wholesaler?
Working with a Vice President Regional Sales, External Wholesaler to develop a thorough understanding of investment, business development and service needs of approximately 300 selected Investment Advisors by maintaining high level of contact with them with one-on-one meetings (face to face and virtual), branch meetings/presentations, and, to a lesser extent, via telephone, mail, email, and conference calls.
Assist in identifying all opportunities to sell and promote Franklin Templeton Investment products at the broker/dealer firm level within a sales territory and communicate those opportunities to the Assistant Vice President, Junior Wholesaler responsible for Southwest Ontario.
Coordinate with other team members (Inside Sales Manager, Sales Coordinator) within the defined sales territory to ensure that all Investment Advisors in the territory are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and review of the Advisor database.
What ideal qualifications, skills & experience would help someone to be successful?
Bachelor’s degree required, MBA and/or CIMA, CFA preferred.
Strong investment acumen and understanding of Financial Markets Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset. 6 to 8 years related work experience in a sales environment preferred.
Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity.
Excellent verbal and written
communication skills
Self-driven with ability to build and manage key internal and external relationships.
Knowledge of relevant tools including Morningstar and Bloomberg.
Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook.
Analytical and
critical thinking
skills.
Solid understanding of the financial markets, investment process, and securities industry.
Good understanding of technology from social media, spre…
