District Vice President, Sales

CI Financial; Toronto; On-site; CAD 85,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation

Job summary

CI Financial, a respected independent wealth management firm, seeks a District Vice-President to lead sales in the Greater Toronto Area. You will craft and execute business plans, grow CI’s market share, and educate advisors on CI investment solutions.

The role requires strong leadership and strategic execution in a dynamic market. You will build deep relationships with advisors, coach sales teams, and collaborate with regional teams to optimize territory performance.

Qualifications

• Minimum 3 years of sales experience in wholesale/advisor space.
• Ability to build consultative relationships with Advisors and staff.
• Experience using CRM systems, including Salesforce, is an asset.

Responsibilities

• Increase sales and grow CI’s market share.
• Build consultative relationships with Advisors and staff.
• Coordinate territory plan with Sales Coordinators and guide team members.

Skills

Sales experience

Advisor relationships

CRM knowledge

Industry relationships

Business acumen

Market knowledge

Decision making

Team collaboration

Education

University degree

Canadian Securities Course (CSC)

Certifications: CFP/CIM/CFA

Tools

Salesforce

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 currently seeking a District Vice-President, to join our Sales team in the Greater Toronto Area. In this role, the successful candidate is expected to develop and implement a business plan and sales strategy to increase CI’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

WHAT YOU WILL DO

• Increase sales and grow CI’s market share
• Build consultative relationships with Advisors and staff
• Work closely with Sales Coordinators to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
• Fully adopt and effectively use CI’s CRM platform to maximize sales results in the territory
• Master CI’s investment message
• Represent CI at regional and national conferences
• Consistently improve and develop product knowledge, sales skills and efficiencies
• Effectively leverage senior management in the sales process
• Work closely with the National Accounts and Internal Wholesalers to identify and execute on specific firm and advisor initiatives
• Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities

WHAT YOU WILL BRING

• 3+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
• Established relationships within the industry is preferred
• Strong business acumen and demonstrated proficiency in general business disciplines
• University degree
• Canadian Securities Course (CSC)
• CFP, CIM or CFA an asset
• Experience using Salesforce.com an asset
• In depth investment management and general market knowledge
• Able to make quick and appropriate decisions, while working within the regulatory framework
• Ability to build internal partnerships and relationships in a team environment
• Required to work beyond regular working hours

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $85,000 to $135,000. 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.

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.