District Vice President, Sales

CI Financial Corp.; Saskatoon; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Sales Representative to enhance advisor engagement through strategic sales planning and relationship building. The ideal candidate will have a strong financial industry background, exceptional communication skills, and a proven track record of meeting sales targets. Join us in delivering tailored investment solutions at regional and national events.

Qualifications

• Minimum 3 years of sales experience within the financial services industry.
• University degree in relevant fields.
• Relevant industry certifications preferred.

Responsibilities

• Develop and execute a strategic territory sales plan.
• Build and maintain relationships with financial advisors.
• Utilize CRM platform to manage activities and track progress.

Skills

Communication

Time Management

Problem Solving

Interpersonal Skills

Education

University degree in Business Administration, Finance, Economics

CSC, CFP, CIM, CFA, or CAIA certifications

Tools

MS Office

Job description

• Develop and execute a strategic territory sales plan to achieve assigned sales targets.
• Build and maintain strong, consultative relationships with financial advisors and their teams.
• Collaborate with internal partners, including Business Development Managers and Sales Associates, to drive advisor engagement and support.
• Utilize CIGAM’s CRM platform to manage activities, track progress, and optimize territory coverage.
• Effectively communicate CIGAM’s investment philosophy and solutions in client-facing scenarios.
• Represent CIGAM at regional and national industry events, conferences, and networking functions.
• Continuously improve product knowledge, sales strategies, and business development skills.
• Monitor advisor sentiment through Environics Advisor Perception surveys and maintain high rankings.
• Partner with National Accounts and the BDM team to execute firm-wide initiatives and advisor strategies.
• Strategically manage your calendar and scheduling to prioritize high-impact activities and meet activity goals.

Experience

• Minimum 3 years of sales experience within the financial services industry.

Education

• University degree in Business Administration, Finance, Economics, or a related field.
• Relevant industry certifications such as CSC, CFP, CIM, CFA, or CAIA preferred.

Skills & Knowledge

• Deep understanding of the asset management industry.
• Proficiency in MS Office applications, especially Excel, Word, and PowerPoint.
• Exceptional communication and interpersonal skills with a client-first approach.
• Strong time management and organizational skills, with the ability to prioritize effectively.
• Problem-solving mindset with the ability to develop creative, client-focused solutions.

Working Conditions

• Travel required for meetings, events, and conferences.
• Occasional evening and weekend availability required for marketing or client events.

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