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Kitchener

    Retail Stores - Kitchener, ON, Canada - Franklin Templeton Investments

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    Description

    The Privacy Notices set forth how we will use the information we obtain when you apply for a position through this career site.

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.

    Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.

    From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

    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 Hamilton/Burlington.

    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 ideal qualifications, skills & experience would help someone to be successful?
    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.
    Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook.
    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.
    The ideal candidate would live in the successful candidate must reside in Hamilton/Burlington area.
    #We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

    Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

    Flexible medical, dental and vision insurance
    Company paid short-term and long-term Disability Insurance

    We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

    One where we pursue our ambitions with energy and persistence.

    From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.

    At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity.

    So whether you're starting your career journey, are well on your way, or are seeking a new direction, you'll find the support you need to grow your career with us.

    Come, join us, and help us shape the future of the global asset management industry
    #


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