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23 часа назад

VP Regional Sales (External Wholesaler)

97 000 - 125 000CAD
Формат работы
remote (только Canada)
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
VP Regional Sales (External Wholesaler) (Investment Management): Expanding Franklin Templeton's presence across the Canadian retail wealth market by building advisor relationships and positioning mutual funds, ETFs, SMAs, alternative investments, and wealth management strategies with an accent on territory planning, investment presentations, and client coverage. Focus on supporting 700 advisory relationships, identifying product opportunities, navigating market and regulatory changes, and driving sales growth across the Greater Toronto Area.

Location: Working from a home office while covering downtown and mid-town Toronto; frequent travel is required.

Salary: $97,000–$125,000 annual base compensation, plus commissions and discretionary bonus.

Company

hirify.global is a global asset manager offering traditional asset management, alternative investments, and wealth solutions.

What you will do

  • Develop and execute territory plans with the AVP Regional Sales and Sales Associate to achieve sales and activity targets.
  • Support approximately 700 advisory relationships across downtown and mid-town Toronto.
  • Build relationships with financial advisors, understand client needs, and identify product opportunities.
  • Present the value of mutual funds, ETFs, SMAs, alternative investments, and wealth management strategies.
  • Collaborate with internal teams to provide seamless client service and maintain accurate advisor data.
  • Monitor market trends and regulatory changes, attend industry events, and uphold compliance standards.

Requirements

  • 7+ years of sales experience in investment management or financial services.
  • Proven success selling mutual funds, exchange-traded funds, and alternative investments.
  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Strong knowledge of financial markets and investment processes.
  • Experience with Microsoft Office, Morningstar, Bloomberg, YCharts, CRMs, video conferencing, and social media.
  • Strong communication, presentation, problem-solving, collaboration, and independent working skills; comfort with frequent travel.

Nice to have

  • MBA, CFA designation, or a recognized financial planning designation.

Culture & Benefits

  • Flexible start time within standard 9:00 AM–5:00 PM hours.
  • Annual discretionary bonus, commissions, and recognition rewards.
  • Healthcare, dental, vision, insurance, and company-paid short- and long-term disability coverage.
  • Corporate Pension Plan and Employee Stock Investment Plan.
  • Vacation, personal days, paid holidays, sick leave, parental and caregiving leave, bereavement leave, and volunteering leave.
  • Education assistance, learning resources, career development programs, and a wellbeing program.

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