Assistant Vice President, Junior Wholesaler - Waterloo/Kitchener

Posted 19 September 2023

Assistant Vice President, Junior Wholesaler - Waterloo/Kitchener at Franklin Templeton Investments Corp.

Sales & Trading Full-time Waterloo/Kitchener

Experience: Mid-Level
Education Required: Bachelor’s degree required, MBA and/or CIMA, CFA preferred
Salary Range: Not Specified

Close date: 17 November 2023

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Position Description

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

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 Waterloo/Kitchener. 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 makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

  • Flexible medical, dental and vision insurance
  • Corporate Pension Plan
  • Employee Stock Investment Program
  • Purchase company funds with no sales charge
  • Competitive vacation package that includes three annual personal days
  • Company paid short-term and long-term Disability Insurance
  • Education assistance

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to [email protected] . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Required Skill / Experience

  • 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, spreadsheets, CRMs to the use of video conferencing technology.
  • Note: Territory is Southwest Ontario. The successful candidate must reside in Waterloo/Kitchener area.

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