Associé(e), Solutions-patrimoine | Associate, Wealth Solutions
AGF Investments(21 days ago)
About this role
Associate, Wealth Solutions supporting AGF Capital Partners’ distribution strategy for retail and high-net-worth investors across Quebec and Eastern Canada. Based in Montreal, you will be part of a small fundraising team focused on raising capital through IIROC, private investment counsel and HNW channels, helping to execute sector priorities and support manager relationships. The role offers exposure to alternative asset classes including private equity, private credit and hedge funds.
Required Skills
- Prospecting
- Cold Calling
- Email Outreach
- CRM
- Salesforce
- Excel
- PowerPoint
- Presentation Skills
- Client Relations
- Market Research
+2 more
Qualifications
- Undergraduate Degree in Finance or Related Field
About AGF Investments
agf.comAGF brings a disciplined approach to delivering excellence in investment management including mutual funds and ETFs. Learn more.
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