Sales Executive – Wholesaler
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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About the role
- Develops and deepens relationships with advisors and other financial intermediaries to drive sales and retention of investment products.
- Supports medium to high value clients through a balanced mix of virtual engagement and in person field activity.
- Represents Vanguard mutual funds and ETFs to advisors and financial planning firms.
- Achieves established sales, asset growth, and retention goals while operating in alignment with Vanguard’s Code of Ethics.
- Implements a strategic territory and sales plan to identify, develop, and grow high‑quality intermediary relationships.
- Drives sales results by increasing awareness of Vanguard’s investment products, solutions, and services.
Requirements
- Five or more years of related professional experience, including at least one year in a sales or client-facing role.
- Bachelor’s degree or an equivalent combination of education, training, and experience required; graduate degree preferred.
- Progress toward professional designations such as MBA, CFA, or CIM preferred.
Benefits
- Flexible working arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingsalesclient engagementcommunicationstrategic planning
Certifications
MBACFACIM