Principal Wealth Solutions AGF Capital Partners

Elevate your career with AGF Capital Partners as a Principal in Wealth Solutions based in Ontario. This vital role involves leading distribution strategies for retail and high net worth clients.
As AGF Capital Partners continues to expand its multi-boutique platform, they seek a Principal to develop and execute sales strategies targeting retail and high net worth investors. Reporting to the Managing Director, this position emphasizes building relationships and managing channels through IIROC and private investment avenues. You will significantly contribute to growing AGF’s alternative AUM, and engage with marketing strategies tailored for the region.
Key Responsibilities:
• Collaborate with the Managing Director to craft effective sales plans
• Leverage existing relationships to increase AGF’s alternative AUM
• Manage the entire sales lifecycle effectively
• Develop channel strategies and set regional goals
• Work with marketing to support the region’s sales effort...