Regional Sales Associate (Hybrid Wholesaler)

Date: Sep 12, 2021

Location: Toronto, Ontario, CA, M5J2T3

Company: Capital Group

Req ID: 39408 

Location: Toronto, Ontario 

Other location(s): Toronto (CAN) 

Relocation benefits offered: No 

Travel required: a. Up to 25% 


“I can be myself at work.”


You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.


We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.


“I can influence my income.”


You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).


“I can lead a full life.”


You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones


COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.


“I can succeed as a Regional Sales Associate (Hybrid Wholesaler) at Capital Group.”


You will have partner with the Wholesaler to raising and retaining assets within a geographic territory by making proactive sales calls and hosting virtual and in-person meetings to advisors in Canada. You will identify advisors’ needs, uncover areas of opportunities to discuss products/options and offers a consultative solution to the advisor. You will educate, train and motivate advisors and provides sales support to help raise new assets.


I am the person Capital Group is looking for.”


  • You will focus 75% as an Internal Wholesaler in your main territory and 25% as a Hybrid
  • You will partner with the Wholesaler to develop, implement, and execute a strategic business and coverage plan that targets select advisors based upon firm segmentation.
  • You’ll play a critical role in connecting with advisors with CG Canada’s investments and solutions that align with advisor objectives.
  • You will manage the sales pipeline and work with the team to advance the sales process for mutual fund and Separately Managed Account (SMA) opportunities. 
  • You have experience in conducting proactive sales calls to strategically selected advisors to build and own relationships and consistently move the sales process forward. 
  • Your scope will include gathering and utilizing data, including economic, industry, and other business-related information; to incorporate, as appropriate, in discussions with advisors and coverage of the territory.
  • To thrive in the role, you will execute business plans in partnership with the wholesaling team, to meet and exceed expected territory results. In addition, you will evaluate results and determine adjustments in coverage strategy, as needed.
  • We will leverage your expertise of the mutual fund industry, SMAs, and other applicable investment products
  • You have knowledge in current and possible future trends in the industry.



“I can apply in less than 4 minutes.”


You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.


“I can learn more about Capital Group.” 


At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.


CIAM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Segment: Social Media, Telemarketing, Inside Sales, Sales Support, Sales, Marketing