Business Development Manager – Retail Distribution

Crossover

Business Development Manager developing strong business relationships for AGF Management. Focused on client satisfaction and sales growth in the Retail Distribution sector.

Posted 4/22/2026full-timeVancouver • 🇨🇦 CanadaMid-LevelSenior💰 CA$80,000 - CA$120,000 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients
Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies
Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required
Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events
Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities
Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets
Establish and maintain strong internal and external relationships to allow for the identification, optimization, and realization of sales
Support 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
Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results
Keep 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 situations
Maintain up to date client information in the CRM database
Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job

Requirements

What you’ll need

Bachelor's degree in finance or related field
Strong asset to have financial industry experience, preferably as a Sales Coordinator or Business Development Manager
Knowledge of Salesforce.com a strong asset
Strong computer and phone skills, including Microsoft Office (word, excel, power point)
Developed presentation skills and telephone skills
Ability create and maintain client relationships
Strong communication skills, both written and verbal
Strong organizational skills
Excellent interpersonal, judgment & decision-making skills
Self-motivated and ability to be a great team player

Benefits

Comp & perks

Comprehensive and competitive total rewards package
Health insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salesmarket researchclient relationship managementpresentation skillstelephone skillsfinancial analysis

Soft Skills

communication skillsorganizational skillsinterpersonal skillsjudgmentdecision-makingself-motivatedteam player

Certifications

Bachelor's degree in finance