Sales Intern – AGF Management

Job Title: Sales Intern

Location: Calgary, AB

Job Description: About AGF:Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.About the Team:The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees’ commitment and dedication, and our disciplined approach to investing.The Team is comprised of Regional Vice-Presidents Regional Sales Managers (Wholesalers), Business Development Managers (Inside Wholesalers), and Regional Sales Coordinators.About the Role:This internship program provides opportunities for you to gain valuable work experience in a corporate environment, while also introducing you to the financial industry and providing valuable networking opportunities. The Summer Internship/Co-op Program will run from early May until the end of August. Based in Calgary, the Sales Summer Intern will report to the Director, Business Development.You are a great team player, and an energetic, motivated and articulate individual. You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.Your Responsibilities:Managing the wholesaler calendar and scheduling regular client meetings for two regions Coordinating all aspects of territory events (branch meetings, appreciation and product manager presentations)Preparing correspondence, special mailings, client reports and managing continuing education credits for clientsOrdering all team marketing materials & promotional itemsSorting and prioritizing incoming emails & responding to both internal & client inquiries/requestsMaintaining all client related information in AGF’s CRM databaseFacilitating weekly team meetings with a prepared agendaTeam collaboration on territory sales strategies to increase gross salesBooking all travel (air, hotel and transportation) for the sales teamsPreparing/presenting weekly & monthly internal team reportsProcessing expenses and oversee territory budgetSupport the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as requiredParticipate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry eventsSupport the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager, as requiredConduct regional market research on organizations and people to identify emerging needs and new sales opportunities, sharing same with team membersMonitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assetsKeep abreast of changes in the market and incorporate that knowledge into conversations with advisors. Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situationsMaintain up to date client information in the CRM databaseYour Qualifications:Enrolled in post-secondary educationStrong computer and phone skills, including Microsoft Office (word, excel, power point)Developed presentation skills and telephone skillsAdvanced knowledge of MS Word, Outlook and ExcelExcellent communication skills, both written and verbalProfessional telephone mannerExcellent organizational skills and attention to detailAbility to work well under pressureAbility to take initiative and work both independently and in a team environmentAbility to learn new systems quickly (ie: CRM system, Concur and Salesforce)Self-motivated and ability to be a great team playerNo unsolicited agency referrals please.AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company’s policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.# R11069

Company Name: AGF Management

Salary:

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