District Vice President Sales

CI Financial Corp.; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

A financial services company in Toronto is seeking a District Vice-President Sales / Wholesaler to develop and execute sales strategies and expand market share. The role requires 3+ years of sales experience, a university degree, and strong business acumen. Ideal candidates will be adept in building relationships and utilizing CRM platforms effectively. Competitive benefits and a supportive environment are provided.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Qualifications

• Minimum 3 years of sales experience as a wholesaler.
• Established industry relationships are preferred.
• Designations like CFP, CIM, or CFA are assets.

Responsibilities

• Increase sales and expand market share.
• Build consultative relationships with Advisors and staff.
• Utilize CI’s CRM platform effectively.

Skills

Sales experience as a wholesaler

Business acumen

Team-building skills

Education

University degree

Canadian Securities Course (CSC)

Tools

Salesforce

Job description

Job Description

Overview

At CI, we believe in creating a safe and empowering environment where everyone has a voice. We support growth through meaningful work, innovative projects, and a collaborative atmosphere that encourages employee engagement and development.

Position

We are seeking a District Vice-President Sales / Wholesaler to join our Sales team. The successful candidate will develop and execute business and sales strategies to expand CI's market share in the territory, establish a coverage and communication plan with advisors, and enhance advisor knowledge of CI investment solutions.

Key Responsibilities

• Increase sales and expand market share
• Build consultative relationships with Advisors and staff
• Collaborate with Sales Coordinators to implement territory plans, prospect, and maintain relationships, including providing guidance and coaching
• Utilize CI’s CRM platform effectively to maximize sales results
• Master CI’s investment messaging
• Represent CI at regional and national conferences
• Continuously improve product knowledge, sales skills, and efficiencies
• Leverage senior management in the sales process
• Coordinate with National Accounts and Internal Wholesalers on initiatives
• Manage scheduling and calendar to optimize client engagement and territory priorities

Qualifications

• Minimum 3 years of sales experience as a wholesaler (internal, hybrid, or external)
• Established industry relationships are preferred
• Strong business acumen and proficiency in business disciplines
• University degree required
• Canadian Securities Course (CSC)
• Designations like CFP, CIM, or CFA are assets
• Experience with Salesforce is an asset
• Deep investment management and market knowledge
• Ability to make quick, appropriate decisions within regulatory frameworks
• Strong partnership and team-building skills

About CI Financial

Since 1965, CI Financial has been providing global wealth and asset management services. We are committed to delivering high-quality investments and advice, fostering a fast-paced environment that encourages growth, learning, and excellence.

Our Supportive Environment

We offer an in-office environment, competitive benefits, and programs to support your professional and personal growth.

What We Offer

• Modern headquarters near Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced benefits
• Parental Leave Top-up
• Volunteer time off

We value diversity and inclusion. If you're excited about this role but unsure if you meet all qualifications, we encourage you to apply to explore this opportunity. Please submit your resume confidentially by clicking “Apply”. Only qualified candidates will be contacted for an interview. CI is committed to fair employment practices and providing accommodations for persons with disabilities. For accommodations, contact us at [contact info], or call ext. 4747.