Wholesaler - Montreal

rovide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as Wholesaler at Capital Group."

You will partner with a sales team to raise and retain assets within a geographic territory by making proactive sales calls, supporting existing clients, and conducting virtual and in-person meetings with advisors. You will identify 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 partner with the regional 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 objectives.

• You will manage the sales pipeline and work with a team (regional wholesaler and sales support coordinator) to advance the sales process for mutual funds, exchange traded funds and separately managed account 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 utilizing 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 determine adjustments in coverage strategy, as needed.

• You have knowledge in current and future trends in the industry as well as advanced knowledge of capital markets, and the competitive landscape.

Qualifications

• You have a minimum 7-10 years of experience in a sales role in the asset management industry.

• You have proven client relationship building experience and sales results within a geographic territory.

• You have a deep knowledge of mutual fund, ETF's and SMA's.

• You have a bachelor's degree with a preference in business. MBA is an asset.

• You have a CIM, CFP and/or CFA.

• You are an excellent communicator and have effective time management skills.

• You inspire and motivate team members with energy, vision, and clear direction to achieve results.

• You can work independently and as part of a team.

• You are solution-oriented and an effective leader.

Territory: Montreal

CIAM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

« Je peux réussir comme représentant chez Capital Group. »

Vous travaillerez en partenariat avec une équipe commerciale afin d'augmenter et de conserver les actifs au sein d'un territoire géographique donné, en effectuant des appels commerciaux proactifs, en accompagnant les clients existants et en organisant des réunions virtuelles et en personne avec des conseillers. Vous déterminerez les besoins des conseillers, dénicherez des occasions, discuterez des produits et proposerez une solution personnalisée pour aider leurs clients.

« Je suis la personne que Capital Group recherche. »

• Vous travaillerez en partenariat avec le représentant régional afin de développer, mettre en œuvre et exécuter un plan stratégique commercial et de couverture ciblant certains conseillers en fonction de leur segmentation.

• Vous jouerez un rôle essentiel dans la mise en relation avec les conseillers afin de mettre de l'avant et de soutenir les investissements et les solutions de Capital Group Canada qui correspondent aux objectifs des conseillers.

• Vous gérerez le pipeline des ventes et travaillerez avec une équipe (représentant régional et coordinateur du soutien aux ventes) afin de faire progresser le processus de vente des fonds communs de placement, des fonds négociés en bourse et des occasions de comptes à gestion distincte.

• Vous avez de l'expérience dans la réalisation d'appels commerciaux proactifs auprès de conseillers sélectionnés stratégiquement pour établir et entretenir des relations et faire progresser le processus de vente de manière cohérente.

• Votre champ d'action comprendra la collecte et l'utilisation de données, notamment des données économiques, sectorielles et d'autres renseignements liés aux affaires, afin de les intégrer, le cas échéant, dans les discussions avec les conseillers et la couverture du territoire.

• Pour réussir dans ce poste, vous mettrez en œuvre des plans d'affaires en partenariat avec votre équipe afin d'atteindre et de dépasser les résultats attendus pour votre territoire. De plus, vous évaluerez les résultats et déterminerez les modifications à apporter à la stratégie de couverture, le cas échéant.

• Vous connaissez les tendances actuelles et futures du secteur, et possédez des connaissances approfondies des marchés financiers et du paysage concurrentiel.

Qualifications

• Vous possédez au moins 7 à 10 ans d'expérience dans un poste commercial dans le secteur de la gestion d'actifs.

• Vous avez démontré votre capacité à établir des relations avec les clients et obtenu des résultats commerciaux dans une zone géographique donnée.

• Vous avez une connaissance approfondie des fonds communs de placement, des fonds négociés en bourse (FNB) et des comptes à gestion distincte (CGD).

• Vous êtes titulaire d'un diplôme de baccalauréat, de préférence en commerce. Une maîtrise en administration des affaires (MBA) est un atout.

• Vous détenez les titres de CIM, CFP et/ou CFA.

• Vous possédez d'excellentes aptitudes à la communication et savez gérer efficacement votre temps.

• Vous inspirez et motivez les membres de l'équipe avec énergie, une vision claire et des orientations pour obtenir des résultats.

• Vous pouvez travailler de manière autonome et en équipe.

• Vous vous concentrez sur les solutions et êtes un ou une leader efficace.

Territoire : Montréal

Le GACI accueille et encourage les candidatures de personnes handicapées. Des aménagements sont disponibles sur demande pour les candidats qui prennent part à tous les aspects du processus de sélection.

"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Capital offers a competitive compensation package that includes eligibility for two bonus programs and a contribution to the group retirement plan (subject to requirements of each plan).

You can learn more about our compensation and benefits here.

Temporary positions are excluded from the above-mentioned compensation and benefit plans.

For Quebec based roles: As this role will closely collaborate with colleagues in offices throughout North America, it is a necessary requirement for the candidate to speak English.

This job posting is to hire for a current vacancy.

We use Artificial Intelligence ("AI") enhanced tools that include features to help us match the skills and interests that applicants provide in their resume and job application to the position requirements. Such AI features support our hiring team to make final hiring or assessment decisions. All AI features utilized in our technologies include a human in the loop approach.

We welcome and encourage applications from people with disabilities. If you require accommodation during the recruitment and selection process, please let our Talent Acquisition team know.

We are an equal opportunity employer, which means we comply with applicable laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of a protected ground, including race, religion, age, gender, disability, sexual orientation and marital/family status.