“I can succeed as a Regional Wholesaler (Hybrid Wholesaler) at Capital Group.”
You will partner with a wholesaler to raise and keep assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will find advisors’ needs, uncover areas of opportunities, discuss products, and offer a consultative solution to help their clients.
“I am the person Capital Group is looking for.”
- You will focus 70% of your time as an internal wholesaler supporting the main territory and 30% of your time as a hybrid wholesaler covering your own clients.
- You will partner with the wholesaler to develop, implement, and execute a strategic business and coverage plan that targets select advisors based on their segmentation.
- You’ll play a critical role in connecting with advisors to highlight and support Capital Group Canada’s investments and solutions that align with advisor goals.
- You will manage the sales pipeline and work with a team (wholesaler and sales support coordinator) to advance the sales process for mutual funds, separately managed accounts (SMAs) and exchange traded funds (ETFs) opportunities.
- You have experience in conducting proactive sales calls to strategically selected advisors to build and own relationships and consistently move the sales process forward.
- Your scope will include gathering and using data, including economic, industry, and other business-related information; to incorporate, as appropriate, in discussions with advisors and coverage of the territory.
- To thrive in the role, you will execute business plans in partnership with your team, to meet and exceed expected territory results. In addition, you will evaluate results and decide adjustments in coverage strategy, as needed.
- You will use your expertise of the mutual fund industry, SMAs, ETFs and other applicable investment products.
- You have knowledge of current and possible future trends in the industry.
Qualifications
- Minimum 4-5 years of experience in a sales role in the asset management industry.
- Proven client relationship building and sales results.
- Bachelor’s degree with a preference in business. MBA is an asset.
- CIM or CFP preferred.
- Excellent communication and time management skills.
- Ability to work independently and as part of a team.
- Effective leadership skills.
Territory: Alberta and Saskatchewan. The preference is for the candidate to live in Calgary.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits
here
.- Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
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