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Sales Executive (Southwestern Ontario)

Vanguard Canada
Company Info:

Vanguard, one of the world's 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.

, ON
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 responsible for covering Southwestern Ontario. 

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.
  • 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 via LinkedIN.