District Vice President, Sales

CI Financial Corp.; Calgary; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a District Vice President of Sales to spearhead innovative strategies and drive market growth. This pivotal role involves building strong relationships with advisors, implementing effective sales strategies, and maximizing results through a leading CRM platform. The ideal candidate will thrive in a dynamic environment, leveraging their financial services expertise to enhance client relationships and achieve ambitious sales targets. Join a supportive workplace that values growth, diversity, and continuous learning, and contribute to a company committed to excellence in wealth management.

Benefits

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

Modern HQ Location

Qualifications

• Minimum 3 years of financial services industry experience in a sales capacity.
• University degree in Business Administration, Economics, or Finance.

Responsibilities

• Develop and implement sales strategies to increase market share.
• Build consultative relationships with Advisors and staff.
• Utilize CRM platform to maximize sales results.

Skills

Sales Strategy Development

Client Relationship Management

Financial Services Knowledge

Communication Skills

Time Management

Problem Solving

Education

University Degree in Business Administration

Financial Services Designations (CSC, CFP, CIM, CFA, CAIA)

Tools

MS Office (Word, Excel, PowerPoint)

CIGAM’s CRM Platform

Job description

District Vice President, Sales page is loaded

District Vice President, Sales

Apply locations Calgary, AB time type Full time posted on Posted 3 Days Ago job requisition id JR3746

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.

JOB OVERVIEW

District Vice President (DVP) is 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.

RESPONSIBILITIES:

• 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

QUALIFICATION:

Experience:

• Minimum 3 years financial services industry experience in a sales capacity

Education/Training:

• University degree in Business Administration, Economics, Finance
• Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).

Knowledge, Skills, & Abilities:

• 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

WORKING CONDITIONS:

• Hybrid WFH and Office Position
• Routine office environment.
• Role requires travel and attendance at functions and activities which extend beyond normal office hours.

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. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 [e-mail], or call 416-364-1145 ext. 4747.

About Us

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.