Investment Fund Specialist

Employment type: Full-time
City: Calgary
Last visit: 2014-10-25
Author's ads: 1

Posted: 2014-10-25


Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees.  We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.  


For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.


The Investments Fund Specialist role is responsible for selling Franklin Templeton mutual funds to some of Franklin Templeton's most loyal and profitable investors. These clients expect sales and service excellence by way of competent investment advice each time they interact with our business.


Typical clients include:

Franklin Templeton investors who must meet minimum investment account AUM balances and whose needs are not met by other investment advisors.

Franklin Templeton mutual fund investors who are related to existing discretionary or Personal Trust clients of Fiduciary Trust Company of Canada.

Franklin Templeton employees and their families. Responsibilities include:


Sales Growth:

The successful incumbent is expected  to:

Proactively generate sales to meet net sales/AUM growth targets.

Through proactive call management service clients by reviewing portfolio asset mix and security selection, with the ultimate goal of deepening existing relationships and generating new sales/AUM.

Cross-sell and or retain existing client relationships by referring qualified clients to Fiduciary Trust Company of Canada's products and services.Regulatory Compliance and Risk Management:

The Investment Fund Specialist must ensure that all mutual fund transactions are executed in accordance with all regulatory, client and enterprise risk management expectations.

In addition and as required by regulation, all newly registered salespeople will be under the mandatory supervision of FTC ISI's Branch Manager Compliance, until appropriate proficiency is demonstrated. Team and Operational Excellence:

The successful candidate will actively contribute and support the team's sales and service efforts, demonstrating a positive work relationship with all team members.

The new team member is expected to continually help improve profitability by recommending and implementing enhancements to new and existing business processes.

The Investment Fund Specialist is expected to maintain superior knowledge of all Franklin Templeton products and services, while executing at a high standard of professional competency.Ideal candidate will have:

University degree or college diploma.

Completion of minimum educational requirements to be registered as a Mutual Fund salesperson (e.g. Canadian Securities Course or IFIC Canadian Investment Funds Course

Minimum 1 year sales and service experience in the financial services industry.In 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 insurance

Corporate Pension Plan 

Employee Stock Investment Program 

Purchase company funds with no sales charge

Competitive vacation package that includes three annual personal days

Company paid short-term and long-term Disability Insurance 

Education assistance We invite you to visit us at to learn more about our company and our career opportunities.

Industry: Real Estate and Property Management

Job Function: Sales and Business Development