Investment Fund Specialist - Jobs in Toronto, ON

Job Description

Investment Fund Specialist-837029At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.The Investment Fund Specialist (IFS) is responsible for managing and growing an existing client book of business through seeking referrals from existing clients via proactive sales and client servicing. These clients expect service excellence and competent investment advice when they interact with the Investment Fund Specialists.Typical clients include:Investors whose needs are not met by other investment advisors.Investors who are or are related to existing discretionary or Personal Trust clients of Fiduciary Trust Company of Canada (FTCC).Clients who are referred to FTC Investor Services Inc. (FTC ISI) from a referring party.Franklin Templeton employees and their families.What are the ongoing responsibilities of an Investment Fund SpecialistProactively contact existing clients regarding their portfolio asset mix and investment selection with the goal of deepening existing relationships and securing additional assets.Ensure clients are provided with high level advice regarding investments and appropriate plan types.Actively contribute and support the team’s sales and client servicing efforts, demonstrating a positive work relationship with all team members.Generate client referrals from existing clients.Proactively generate sales to meet sales and AUM growth targets.Identify opportunities to cross sell FTCC’s services to qualified clients.Deliver, as part of a self-directed team, best-in-class service to FTC ISI’s clients.Ensure that all transactions are executed in accordance with all regulatory, client and enterprise risk management expectations.Maintain superior knowledge of products and services, while executing at a high standard of professional competency and commit themselves to Continuing Education (CE) requirementsWhat ideal qualifications, skills and experience would help someone to be successfulUniversity degree or college diploma.Completion of minimum educational requirements to be registered as a Mutual Fund salesperson (Canadian Securities Course or IFIC Canadian Investment Funds Course).Minimum 1-year sales and service experience in the financial services industry.Bilingual in French would be an asset.What makes Franklin Templeton uniqueIn 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 insuranceCorporate Pension PlanEmployee Stock Investment ProgramPurchase company funds with no sales chargeCompetitive vacation package that includes three annual personal daysCompany paid short-term and long-term Disability InsuranceEducation assistanceFranklin Templeton Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.#LI-US#ASSOCIATEJOB FUNCTION: AdministrationPRIMARY LOCATION: Canada-Ontario-TorontoSCHEDULE: Full-timeJob Level: Individual Contributor