About AGF Founded in 1957, AGF is an independent and globally diverse asset management firm. With $60B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high‑net‑worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 815,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.About the role We’re looking for a hands‑on Salesforce Administrator and Builder hybrid role to continuously modernize our Salesforce platform for multiple sales teams. This role is heavily focused on configuration, Flow‑based automation, data modelling and integrations, and pragmatic AI experimentation (Agentforce) to improve sales productivity and decision‑making. You’ll partner with sales, operations, analytics, and data teams to translate evolving business needs into scalable, well‑governed solutions—ensuring new data fits the business model and supports real‑world workflows and reporting.What You’ll Do (Core Areas) Administration, Configuration & Sales EnablementSupport Salesforce administration: users, roles, profiles, permission sets/permission set groups, access controls and role‑based Lightning experiences, as required.Design and build Business Backlog priorities: Configure and evolve Salesforce objects, fields, relationships, record types, validation rules, page layouts, dynamic forms, Homepages by role/profile, Lightning App pages, navigation, and visibility patternsBuild account plans and structured selling workflows (goals, milestones, activities, prompts)Configure client team relationship models (coverage teams, specialists, visibility patterns, relationship maps) to support collaboration and reportingBuild role‑based Lightning experiences, including improving usability and adoption through intuitive design, reduced clicks, and clear in‑app guidance (screen flows, prompts)Design and build various client sales and behavioural insights using reports and dashboardsSupport multiple sales teams with unique processes, KPIs, and coverage modelsMaintain platform health and governance: data quality, standards, documentation, and release readinessSupport deployments (change sets and/or DevOps processes)Automation & Process ModernizationDesign and implement advanced automation using Flow (record‑triggered, scheduled, screen flows)Modernize and rebuild business processes to reduce friction, standardize where appropriate, and scale improvements, including migration of legacy automations into a maintainable Flow architecture, where necessaryAutomate manual sales admin work (e.g., guided steps, prompts, data hygiene, reminders) while ensuring reliability and auditabilityData Modelling, Integrations & Data Flow Design (ETL + Reporting)Translate requirements into a fit‑for‑purpose data model that aligns to business workflows and reporting needsDesign and support end‑to‑end data flows from source systems into Salesforce (batch/near‑real‑time), including:Data mapping, transformation logic, and load strategy (incremental vs full)Data quality checks, reconciliation, error handling, and monitoringSupport integrations using ETL/middleware and APIs (tooling varies by environment; e.g., Informatica, Data Virtuality, etc.)Use SOQL (and SQL where applicable) to validate logic, troubleshoot issues, and support reporting/analytics needsEnsure new data is usable in Salesforce via appropriate UX and reporting structures (report types, dashboards, summary views)AI Experimentation (Practical, Value‑Driven)Contribute to thoughtful experimentation and adoption of Einstein / Agentforce capabilitiesIdentify low‑risk, high‑value AI use cases (summaries, insights, guided actions) with an emphasis on data readiness and governanceQualifications you will bring Required3–5+ years of Salesforce Administrator experience in a complex, evolving environmentSalesforce Certified Platform Administrator certificationStrong hands‑on experience with App configuration, development and engineering practices, data modelling and process design, with a special focus on Sales CloudAdvanced expertise with Flow (including troubleshooting and scalable patterns)Strong understanding of Salesforce data model, security model (OWD, sharing, FLS), and platform limitsDemonstrated experience with data modelling and integrating new data into an existing CRM in a way that supports business workflows and reportingPractical integration experience: ETL/data pipelines, data mapping, transformation, reconciliation, and monitoringProficiency with SOQL; SQL experience for external data sources/analytics is an assetStrong stakeholder skills: can elicit requirements, clarify ambiguity, and balance speed with long‑term maintainabilityPractical understanding of platform limits and scalable configuration patterns, explains trade‑offs.Nice to haveFinancial services experience (asset management preferred)Exposure to Einstein/Agentforce or AI‑enabled CRM capabilitiesExperience with APIs, middleware/ETL platforms, and release/deployment practicesSalesforce certifications (Salesforce Certified Platform Administrator II, Salesforce Certified Platform App Builder)What Success Looks LikeModernized, Flow‑first processes that reduce manual effort and improve capabilities across sales teamsMeasurable reduction in manual admin work through smart automationIntegrated financial/relationship data that fits the Salesforce model, is trusted, and is reportableRole‑based UX (including Homepages) that drives adoption and surfaces the right information for each teamMeasurable progress on roadmap and business backlog use cases that improve productivity without compromising governanceMindset You’re a builder who enjoys deep configuration, thoughtful automation, and simplifying how teams work. You move quickly but deliberately, balancing delivery speed with quality, governance, and maintainability.Compensation The anticipated compensation range for this role is $38.50/hour, which represents base wage. Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity. For permanent roles, AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well‑being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.Equal Opportunity Employer AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community. We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation. We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at so that appropriate arrangements can be made.#J-18808-Ljbffr