Job title: Vice-Président Adjoint, Ventes au Détail/AVP, Retail Sales – Montreal

Company: Franklin Templeton Investments

Job 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.

Quelles sont les responsabilités du vice-président adjoint, ventes au détail?

Le vice-président adjoint, ventes au détail travaille avec l’équipe des ventes pour

atteindre une cible de vente précise, en couvrant 300 cabinets se concentrant sur la relation de conseil à Montréal et dans les régions environnantes. Afin de réussir dans le cadre de ce poste, le titulaire doit être un professionnel chevronné de la vente de services financiers ou du développement des affaires, et posséder de solides compétences en partenariat et en relations d’affaires.

Quelles sont les responsabilités courantes d’un vice-président adjoint, ventes au détail?

De concert avec un vice-président, grossiste principal, il acquiert une compréhension approfondie des besoins en matière de placement, d’expansion des affaires et de service de quelque 300 conseillers en placement choisis en maintenant un grand niveau de communication avec eux dans le cadre de rencontres individuelles (en personne et virtuellement) et de éunions/présentations en succursales et, dans une moindre mesure, par téléphone, courrier, courriel et au moyen de conférences téléphoniques.

Il contribue à cerner toutes les occasions de vente et de promotion des produits de Placements Franklin Templeton par les maisons de courtage sur le territoire de vente et en informe le vice-président responsable, grossiste principal responsable de la région de Montréal.

Il communique avec les autres membres de l’équipe (directeur des ventes interne, coordonnateur des ventes) au sein du territoire de vente déterminé afin de s’assurer que tous les conseillers en placement du territoire reçoivent des services adéquats au moyen de la réalisation du plan de territoire, de la tenue de réunions d’équipe régulières pour évaluer l’avancement des activités et de l’examen de la base de données des conseillers.

​Quelles qualifications, compétences et expériences idéales

sont nécessaires pour que le candidat réussisse?

Baccalauréat exigé, préférablement accompagné d’un MBA ou des titres de CIMA, CFA.

Vaste expertise en matière de placements et grande compréhension des marchés financiers.

Cours sur le commerce des valeurs mobilières au Canada ou autres titres reconnus dans le secteur (CFP, AVA, FCSI, CIM ou CFA), un atout.

De six à huit d’expérience connexe, préférablement dans un environnement de vente.

Expérience de trois ans et plus des cycles des ventes annuels ou d’au moins cinq ans dans le secteur des services financiers à un poste de ventes ou d’expansion des affaires.

Excellentes aptitudes à la communication orale et écrite

Bonne maîtrise du français

Autonome et capable d’établir et de gérer des relations importantes à l’interne et à l’externe.

Connaissance des outils pertinents, dont Morningstar et Bloomberg.

Maîtrise des produits de Microsoft Office : PowerPoint, Excel, Word et Outlook.

Compétences en raisonnement analytique et critique.

Solide compréhension des marchés financiers, du processus de placement et du secteur des valeurs mobilières.

Bonne compréhension de la technologie, des médias sociaux, des feuilles de calcul et des logiciels de GRC jusqu’à l’utilisation de systèmes de vidéoconférence.

Remarque : Ce poste se situe à Montréal et vise à couvrir la région de Montréal.

What is the Assistant Vice President, Retail Sales

responsible for?

The Assistant Vice President, Retail Sales works as part of a sales team to achieve a specific sales target with coverage of 300 advisory relationships specific firms in Montreal and the surrounding area. To be successful in the role, 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 an Assistant Vice

President, Retail Sales?

Working with a Vice President, Senior 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 Vice President, Senior Wholesaler responsible for Montreal.

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.

Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity.

Excellent verbal and written communication skills

Fluency in French

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.

Analytical and critical thinking skills.

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.

Note: The role is based in Montreal to cover the Montreal territory

#LI

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 —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 . 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 environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . 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.

Expected salary:

Location: Montreal, QC

Job date: Sat, 12 Aug 2023 05:19:46 GMT