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Sales Executive (Prairies Region)

Vanguard Canada
Company Info:

Vanguard, one of the worlds largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

Calgary/Edmonton, AB
Posting Closing Date:
September 4, 2019
Employment Type:
Job Description:

Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a field sales executive to be primarily responsible for new business development of ETF and relationship management with key distribution channels in Canada.  As a sales executive, you will increase the market share of these products through a targeted consultative sales approach that involves face-to-face meetings, group presentations, and attendance at regional and national industry conferences. This position will be based in the Calgary or Edmonton area and responsible for covering Alberta, Saskatchewan, and Manitoba.

Job Responsibilities:
  • Develops, maintains and broadens relationships with Investment Advisors and Portfolio Managers by thoroughly understanding their business and investment philosophy and dynamics while acting as a trusted adviser/consultant in matching needs with Vanguard products and services. 
  • Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
  • Raises awareness of Vanguard's ETFs and related services and delivers key Vanguard messages through targeted prospecting activities including but not limited to; cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry conferences.
  • Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments.  Utilizes this expertise, along with product knowledge, to be a trusted adviser to client and prospective clients, and positions Vanguard products and services effectively.
  • Leads/participates in other projects/duties as required.

The ideal candidate should possess:

  • Undergraduate degree or equivalent combination of experience and training.
  • The ability to travel 80%+.
  • Minimum five years financial services industry and sales experience.
  • Superior oral and written communication skills.
  • Demonstrated executive presence, poise, and presentation skills.
  • Ability to work independently and adapt quickly and resourcefully to changing situations
  • Excellent relationship management skills.
  • Thorough knowledge of investments and competitive environment.  Familiarity with Vanguard a plus.
  • Good working knowledge of PC and MS Office software.  Understanding of CRM systems.
How to Apply:

Apply on the Vanguard website or through LinkedIn.