Principal, Wealth Solutions, Ontario

AGF Capital Partners –
Principal, Wealth Solutions (Ontario)

Toronto, ON

We are pleased to be supporting AGF Capital Partners ("AGF") on the search for a Principal, Wealth Solutions (Ontario) – a key distribution hire at an inflection point in AGF Capital Partners’ growth.

As AGF continues to grow its multi‑boutique platform, the need to build a best‑in‑class retail and high net worth distribution function has never been more pressing. This is a great opportunity to play a key role in the development and execution of AGF Capital Partners’ distribution strategy for retail and high net worth investors in the Ontario region.

Reporting to the Managing Director, Wealth Solutions, the Principal will be part of a small, dedicated Capital Partners fundraising team focused on raising capital through IIROC, private investment counsel (PIC), and high net worth (HNW) channels. This role will play a key role in expanding AGF Capital Partners' manager relationships and strategies.

• Work closely with the Managing Director, Wealth Solutions to help develop and execute the sales plan for distribution of AGF’s alternative strategies within the target channels for the region.
• Leverage key existing relationships in the wealth advisory space to identify and execute on opportunities to grow AGF’s alternative AUM.
• Responsible for the full sales lifecycle including identification, relationship management, and closing of sales of AGF’s alternative strategies.
• Work with the Managing Director, Wealth Solutions to develop channel strategies, identifying key target firms and goal setting within the region.
• Work in partnership with AGF’s marketing team on developing marketing and sales strategies that utilize the breadth of AGF’s capabilities to support the region.
• Maintain close and regular communication with AGF Investments’ distribution team to ensure effective cross‑selling of traditional and alternative products and proper client relationship management across public and private markets businesses.
• Stay up to date and engage with AGF Capital Partners’ affiliate managers in update and training sessions to develop a deep understanding and technical knowledge of their sector, investment dynamics, and key features.
• Support the ongoing efforts to expand AGF’s alternatives investor base by contributing sales, distribution, and education subject‑matter expertise and market intelligence to ongoing marketing and investor reporting activities.

• A proven track record in building, maintaining, and growing relationships across multiple channels with a key focus on “corner office” IIROC (bank‑owned and independent) advisors, typically gained through at least 8–12 years of relevant sales experience including a strong history of successfully closing complex transactions and meeting or exceeding sales targets.
• Demonstrated success in achieving and growing sales efforts in the investment management space, ideally with experience in distributing alternatives and offering memorandum products.
• Ability to quickly develop credibility and trust through a clear understanding of client needs and product details, including the ability to communicate and distill alternative investment strategies to be understandable to advisors.
• Solution‑centric, with a demonstrated ability to analyze market data and develop fundraising strategies that tie back to higher‑level strategic objectives and maximize success through the selection of the right channels, product structures, and marketing methods.
• Strong multi‑tasking abilities to work across multiple strategies, products, and affiliate managers at any given time.
• Strong executive presence, exceptional relationship management capabilities, and experience interacting with executive leadership.
• Self‑motivated, results‑driven, and able to work independently.
• A team‑player, with the ability to adapt to changing priorities.