Territory Sales Manager, Grocery (Toronto)

Territory Sales Manager, Grocery (Toronto)

06 Sep
|
Agf Management
|
Toronto

06 Sep

Agf Management

Toronto

About AGF Management Limited: 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 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. Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors.

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. You are a great team player, and an energetic, motivated and articulate experienced sales professional.

You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. This position will operate out of our Toronto office, and cover a territory spanning from the Niagara Region, through the GTA and north of the city including occasional travel to Barrie and Northern Ontario on an as-needed basis.



Contribute to the development of specific account and business plans that incorporates growth from both existing and prospective clients, identifying the client, product mix, and sales strategies to be deployed to maximize the team’s contribution to district targets.

For a specific portfolio of clients further develop account and business plans, plus a call program that will grow sales, retain Advisors and add new Advisors to the district. Establish and maintain solid internal and external relationships to allow for the identification, optimization and realization of sales. Monitor daily, weekly, monthly and year-to-date advisor fund flows within your portfolio to identify trends and provide suggestions to advisors in order to retain assets.

Provide effective product and sales support to cultivate relationships and drive sales. Proactively identify and work to implement new sales ideas, concepts and solutions. 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.





Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors. Create and deliver effective sales presentations and conference calls to promote AGF products. Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results.

Thorough knowledge of the investment industry, combined with a minimum of 5 years of mutual fund sales experience. Proven sales ability with effective customer relationship building skills. University degree preferred or equivalent work experience.

Proficient in Microsoft Word, PowerPoint and Excel and Salesforce. Advanced certification CIMA or CFA may be an asset. Bilingual communication, both written and oral, in French and English is considered an asset. #We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [email protected] Intelligence, Measured Approach and Active Accountability.

📌 Territory Sales Manager, Grocery (Toronto)
🏢 Agf Management
📍 Toronto

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