"I can succeed as Wholesaler at Capital Group."
You will partner with a sales team to raise and retain assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will identify advisors' needs, uncover areas of opportunities, discuss products, and offer a consultative solution to help their clients.
"I am the person Capital Group is looking for."
- You will partner with the regional wholesaler to develop, implement, and execute a strategic business and coverage plan that targets select advisors based on their segmentation.
- You'll play a critical role in connecting with advisors to highlight and support Capital Group Canada's investments and solutions that align with advisor objectives.
- You will manage the sales pipeline and work with a team (regional wholesaler and sales support coordinator) to advance the sales process for mutual funds, exchange traded funds and separately managed account opportunities.
- You have experience in conducting proactive sales calls to strategically selected advisors to build and own relationships and consistently move the sales process forward.
- Your scope will include gathering and utilizing data, including economic, industry, and other business-related information; to incorporate, as appropriate, in discussions with advisors and coverage of the territory.
- To thrive in the role, you will execute business plans in partnership with your team, to meet and exceed expected territory results. In addition, you will evaluate results and determine adjustments in coverage strategy, as needed.
- You have knowledge in current and future trends in the industry as well as advanced knowledge of capital markets, and the competitive landscape.
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Qualifications
- You have a minimum 7-10 years of experience in a sales role in the asset management industry.
- You have proven client relationship building experience and sales results within a geographic territory.
- You have a deep knowledge of mutual fund, ETF's and SMA's.
- You have a bachelor's degree with a preference in business. MBA is an asset.
- You have a CIM, CFP and/or CFA.
- You are an excellent communicator and have effective time management skills.
- You inspire and motivate team members with energy, vision, and clear direction to achieve results.
- You can work independently and as part of a team.
- You are solution-oriented and an effective leader.
Territory: Greater Toronto Area West: Coverage includes Peel Region, Halton Region, Hamilton, Kitchener, Waterloo and Guelph
Preference is for the candidates to live in the Greater Toronto Area-West.
CIAM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.