Sales Executive / Wholesaler - Edmonton

Franklin Templeton Investments
Edmonton, Canada
Apr 29, 2018
May 03, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We are currently looking for qualified candidates to join our winning team.

We are currently looking for Sales Executive / Wholesaler to join our winning team. This role will cover the Edmonton area.

Our Sales Executive / Wholesaler are leaders in their field - if you are interested in being a part of this successful team and have the experience and motivation we are looking for then we want to hear from you. We are currently looking for a Sales Executive / Wholesaler for our markets in the Edmonton area. Working as part of a team with a Territory Coordinator and Business Development Manager, the main purpose is to achieve a specific sales target from a select channel of investment advisors within a defined sales territory.

Responsibilities include:
  • Develop a thorough understanding of the investment, business development and service needs of approximately 200 selected Investment Advisors by maintaining regular contact with them in one-on-one meetings and branch presentations, and, to a lesser extent, via telephone, mail, e-mail and conference calls
  • Assess and manage (i.e. monitor commitment) opportunities for co-op marketing from both a business and National Instrument 81-105 perspective, taking ownership over the co-op process from start to finish through written communication with Investment Advisors
  • 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 National Sales Management
  • Facilitate your other team members' access to Investment Advisors and branches within the defined sales territory, working closely with the other wholesaler and Territory Coordinator 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.

Ideal candidates will have:
  • Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity
  • Ten years related work experience in a sales environment would be an asset
  • Good understanding of technology from social media, spreadsheets, CRMs to the use of video conferencing technology.
  • Post-secondary degree or equivalent work experience
  • Canadian Securities Course - Industry Designations-CFP, CLU, FCSI, CIM, CFA would be an asset.
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 Total Rewards-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 invite you to visit us at to learn more about our company and our career opportunities.