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Franklin Templeton

Global asset management and investment services

Vice President Regional Sales - External Wholesaler

Field SalesConfirmed live in the last 24 hours
Full-timeToronto, ON, Canada

About the Job

Requirements

  • At least 7 years of sales experience in investment management or financial services.
  • Proven success selling mutual funds, exchange-traded funds, and alternative investments.
  • A bachelor's degree in Finance, Economics, Business, or a related field is required.
  • Strong knowledge of financial markets and investment processes.
  • Proficiency in Microsoft Office, Morningstar, Bloomberg, and YCharts.
  • Familiarity with customer relationship management systems, video conferencing, and social media.
  • Comfort with frequent travel.

Responsibilities

  • Partner with the AVP Regional Sales and Sales Associate to develop and execute territory plans that achieve sales and activity targets, ensure comprehensive advisor coverage, and maintain accurate advisor data.
  • Support 700 advisory relationships, mainly in downtown and mid-town Toronto.
  • Identify and communicate product opportunities.
  • Participate in team meetings and align strategies.
  • Build lasting relationships and understand evolving client needs.
  • Deliver presentations that clearly communicate product value.
  • Collaborate with internal teams to provide seamless client service.
  • Monitor market trends and regulatory changes.
  • Represent Franklin Templeton at industry events.
  • Uphold compliance and ethical standards.

Desired Qualifications

  • An MBA, CFA designation, and/or a recognized financial planning designation is preferred.

About the Company

Franklin Templeton

Global asset management and investment services

Franklin Templeton is an asset management firm that provides a variety of investment products and services to different types of clients, including individual investors and institutions. The company specializes in mutual funds, systematic investment plans (SIPs), and lump-sum investment options, focusing on active investment management. This means they use their research and expertise to make informed investment decisions for their clients. Franklin Templeton stands out from its competitors with a strong distribution network across India, having offices in over 34 cities and collection centers in more than 100 locations, along with a comprehensive digital platform that offers tools for investors. The company's goal is to effectively manage assets for their clients while providing a range of financial services that cater to both retail and institutional investors.

Company size
51-200
Company stage
IPO
Headquarters
San Mateo, CA
Founded
1947

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