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.
The Sales Executive/External Wholesaler is a leader in their field and works as part of a sales team to achieve a specific sales target from a select channel of Investment Advisors within the Golden Horseshoe territory.
What are the ongoing responsibilities of the External Wholesaler role?
- Develop a thorough understanding of investment, business development and service needs of approximately 200 300 selected Investment Advisors by maintaining regular contact with them in one-on-one meetings and branch 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 Senior Vice President.
- Coordinate other team members’, Hybrid Wholesaler Inside Sales Manager and Sales Associate 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
- Post-secondary education in a business or related discipline.
- Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset. • 10 or years related work experience in a sales environment would be an asset.
- Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity.
- Strong interpersonal, written, and verbal communication skills are required.
- 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.
- Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook
- Note: Territory is Golden Horseshoe. The ideal candidate must reside in the Oakville/Burlington/Hamilton area.
