District Vice President, Sales

CI Financial; 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 Financial is seeking a District Vice President (DVP) to grow CIGAM’s market share across the territory and implement a robust sales strategy. You will educate advisors on CI investment solutions and collaborate with Business Development Managers and Sales Associates to execute plans.

This role requires strong relationship-building, CRM proficiency, and ongoing product knowledge development. Base salary ranges from $85,000 to $100,000 CAD with eligibility for a sales incentive program.

Qualifications

• Minimum 3 years of sales experience in financial services.
• University degree in Business Administration, Economics, or Finance.
• Financial services designations (e.g., CSC, CFP, CIM, CFA, CAIA).
• Knowledge of securities, mutual funds, and investment products.
• Proficient in MS Office Suite (Word, Excel, PowerPoint).
• Excellent communication and interpersonal skills.
• Strong time management and organization; meet deadlines.
• Willingness to attend marketing events after hours.

Responsibilities

• Increase sales and grow CIGAM’s market share.
• Build consultative relationships with Advisors and staff.
• Collaborate with BDMs and Sales Associates to execute territory plans.
• Utilize CRM to maximize territory results.
• Master CIGAM’s investment message.
• Represent CIGAM at regional and national conferences.
• Develop product knowledge and sales skills.
• Maintain above-average advisor perception rankings.
• Coordinate with National Accounts and BDM on initiatives.
• Schedule activity to meet territory priorities.

Skills

Sales experience

Communication

Interpersonal skills

Time management

Problem solving

Education

Business Administration

Economics

Finance

Tools

MS Office

Job description

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.

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.

Benefits

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

Many of these benefits are subsidised or fully paid for by the company.

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

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.

Un environnement propice à la réussite

Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.

CE QUE NOUS OFFRONS

• Siège social moderne situé à distance de marche d’Union Station
• Remboursement de la formation
• Désignations professionnelles payées
• Régime d’épargne des employés (REE)
• Programme de rabais d’entreprise
• Avantages sociaux collectifs améliorés
• Programme de complément de congé parental
• Congés payés pour activités bénévoles

Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion.

CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées.