District Vice President, Sales

CI Investments Inc.; Calgary; On-site; CAD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Investments Inc. is seeking a District Vice President to develop and implement a business plan and sales strategy to grow CIGAM’s market share across the territory.

The role involves educating advisors on CI investment solutions and collaborating with the Business Development Manager and Sales Associate to achieve sales targets. The candidate should have 3+ years in financial services sales, a business degree, and relevant designations.

Qualifications

• Minimum 3 years financial services industry experience in a sales capacity.
• University degree in Business Administration, Economics, Finance is preferred.
• Financial services designations (e.g., CSC, CFP, CIM, CFA, CAIA) are advantageous.

Responsibilities

• Increase sales and grow CIGAM’s market share.
• Build consultative relationships with Advisors and staff.
• Collaborate with Sales Associates and BDM to implement territory plan and coach staff.
• Utilize CIGAM’s CRM to maximize territory results.
• Master CIGAM’s investment message for stakeholders.
• Represent CIGAM at regional and national conferences.

Skills

Sales strategy

Customer relationships

Communication

Time management

Territory planning

Education

Bachelor's degree in Business Administration

CSC designation

CFP designation

CIM designation

CFA designation

CAIA designation

Tools

MS Office

CRM software

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are seeking a District Vice President (DVP) who will be responsible for developing and implementing a business plan and sales strategy to increase CIGAM’s market share within the territory; develop a territory coverage strategy and communication plan with existing and prospective advisors; and educate and develop advisor knowledge of CI investment solutions. Acting in collaboration with a Business Development Manager and Sales Associate, a DVP will be assigned and be responsible for achieving the CIGAM gross and net sales targets assigned to the district.

WHAT YOU WILL DO

• Increase sales and grow CIGAM’s market share
• Build consultative relationships with Advisors and staff
• Work closely with Sales Associates and Business Development Managers to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
• Fully adopt and effectively use CIGAM’s CRM platform to maximize sales results in the territory
• Master CIGAM’s investment message
• Represent CIGAM at regional and national conferences
• Consistently improve and develop product knowledge, sales skills and efficiencies
• Maintain above average Environics Advisor Perception rankings
• Work closely with the National Accounts and BDM to identify and execute on specific firm and advisor initiatives
• Use deliberate, thoughtful scheduling and calendar management in order to achieve activity targets and to ensure activity corresponds to territory priorities

WHAT YOU WILL BRING

• Minimum 3 years financial services industry experience in a sales capacity
• University degree in Business Administration, Economics, Finance
• Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
• Securities, mutual fund products, and investment industry
• Advance expertise in MS Office (Word, Excel, PowerPoint)
• Excellent communication and interpersonal skills in managing relationships with clients
• Strong time management and organization skills with the ability to meet deadlines
• Resourcefulness and creative problem solving skills to provide effective solutions for clients
• May require attending marketing functions and activities which extend beyond normal office hours.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$85,000 to $100,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a sales incentive plan program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• and many others

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.

If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.