Associate Vice President, Sales Development

NS Partners; Calgary; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading financial services firm in Alberta is seeking an AVP, Sales Development to oversee the training and development of Wealth Advisors, particularly in Western Canada. The successful candidate will partner with Advisors to create tailored business plans, design coaching strategies, and support long-term growth. This role involves leading performance reviews and enhancing the firm's sales culture. Candidates should have extensive experience in sales leadership and excellent communication skills.

Qualifications

• Minimum 5+ years of progressive experience in sales leadership or coaching in financial services.
• Proven ability to coach and motivate a high-performing sales team.
• Exceptional facilitation and communication skills across varying seniority levels.

Responsibilities

• Partner with Advisors to develop business plans that align individual goals.
• Design and execute coaching plans to enhance Advisor effectiveness.
• Conduct performance reviews to identify development opportunities.

Skills

Sales leadership

Coaching

Communication skills

Motivation

Relationship building

Education

Completion of industry related certifications/designations

Job description

Location: Calgary, Alberta

Job Id: 2239

# of Openings: 1

We are currently looking for an AVP, Sales Development - West. In this role, you will be integral in the ongoing training and development of CC&L Private Capital’s Wealth Advisors, with a focus on our offices in Western Canada. This role reports directly to the Managing Director (MD) of Sales and will focus on supporting growth across our team of Advisors.

What You Will Do:

• Partner with Advisors to develop tailored business plans that align individual goals and sales objectives.
• Design and execute individualized coaching plans to enhance Advisor effectiveness across experience levels—supporting new hires, emerging talent, and top performers.
• Conduct recurring performance reviews with Advisors in Western offices to identify opportunities and support long term development.
• Maintain progress reports on sales team members and assist the Managing Director in the execution of strategies that drive further sales development.
• Work with the Managing Director of Sales on the identification of KPIs for accurate measurement of sales team results and performance.
• Proactively identify opportunities to enhance sales and improve both internal and external resources.
• Work collaboratively with the MD and AVP, of the East to refine our national Advisor onboarding program and sales training initiatives.
• Contribute to the continuous improvement of internal systems and processes that enable scalable and sustainable business growth.
• Support deployment of internal systems and adoption by the sales team.

Representing our Brand and Culture:

• Lead and facilitate both National and Regional Sales Meetings to drive alignment and support continued growth.
• Support the ongoing evolution of the firm’s sales culture, fostering a collaborative, performance-driven, and client-focused environment.
• Drive engagement through recognition programs, leaderboards, and performance highlights that celebrate advisor success and cultural contributions.
• Play a key role in Advisor recruitment, with an ability to leverage existing networks to identify prospective Advisors.
• Represent the firm at both internal and external industry events.

What You Bring:

• Minimum 5+ years of progressive experience in sales leadership, development, or coaching role within financial services / wealth management.
• Proven ability to coach, mentor, and motivate a high-performing sales force in a relationship-driven business.
• Exceptional facilitation and communication skills; confident leading meetings, presentations, and training sessions across varying seniority levels.
• Highly motivated, committed, self-starter who can prioritize and adapt in a complex, fast paced and changing environment.
• Strong written and verbal communication skills.
• Proven ability to exercise discretion and good judgment, acknowledging the need to balance improvement opportunities and the needs of the business.
• Ability to travel as required.
• Completion of industry related certifications/designations is an asset.

About Connor, Clark & Lunn Financial Group:

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $179 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

Connor, Clark & Lunn Private Capital (“CC&L PCM”) is well regarded in the industry as one of Canada’s largest independently owned high-net-worth investment management firms. We have expanded rapidly over the last several years, now managing more than $19B in financial assets. Our rapid growth has been fueled by several factors, including our collaborative culture and reputation for delivering consistently strong portfolio performance. Our unique product offerings have helped distinguish the firm, with diverse portfolios of institutional grade assets and the integration of both private and public markets covering all major asset classes.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.

No telephone calls or recruitment agencies will be accepted.

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