At Franklin Templeton, we’re driving 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. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
Employee must reside in the Burlington/Hamilton/St. Catherine's area or Winnipeg/Regina/Saskatoon areas.
What is the AVP/Jr. Wholesaler – Retail Sales responsible for?
The AVP/Jr. Wholesaler – Retail Sales works as part of a sales team to achieve a specific sales target with coverage of 300 advisory relationships in Southwest Ontario or Winnipeg/Regina/Saskatoon areas. 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 the AVP/Jr. Wholesaler – Retail Sales?
- Partner with a Vice President Regional Sales, External Wholesaler to develop a thorough understanding of the investment, business development and service needs of approximately 300 selected Investment Advisors by maintaining a high level of contact 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. The Junior Wholesaler is responsible for Southwest Ontario or Winnipeg//Regina/Saskatoon territories.
- 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 and experience would help someone to be successful?
- Bachelor’s degree required, MBA and/or CIMA; CFA preferred
- 5-8 years of financial services industry experience in a sales or business development capacity
- Solid understanding of the financial markets, investment process, and securities industry
- Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset
- 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
- Good understanding of technology, including social media, spreadsheets, CRMs, video conferencing technology, etc.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. 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.
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
https://www.franklintempletoncareers.com/why-work-with-us
Franklin Templeton is an Equal Opportunity Employer. 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.
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 accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the 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 accommodation requests will receive a response.
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