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 plan

Paid holidays and vacation time

Education-related programs

Employee discounts

Parental leave benefits

Volunteer time off

Job summary

CI Financial seeks a District Vice-President for the Greater Toronto Area to lead sales growth and advisor education. You will develop a territory plan, build consultative advisor relationships, and work with coordinators to implement the plan and maximize sales results.

The role requires extensive travel, a university degree, and certifications. Base salary is competitive with incentive eligibility and comprehensive benefits, reflecting the responsibilities of growing CI’s market share.

Qualifications

• 3+ years of sales experience in internal, hybrid, or external wholesale roles.
• Established relationships within the industry preferred.
• Strong business acumen and ability to work within regulatory framework.
• Willingness to travel extensively and work beyond regular hours.
• Familiarity with CI investment solutions advantageous.

Responsibilities

• Develop and implement a business plan and sales strategy to increase CI’s market share.
• Build consultative relationships with Advisors and staff.
• Collaborate with Sales Coordinators to execute territory plan.
• Fully adopt and maximize CI’s CRM in the territory.

Skills

Sales experience

Relationship building

CRM: Salesforce

Strategic planning

Education

University degree

Canadian Securities Course (CSC)

CFP/CIM/CFA an asset

Tools

Salesforce.com

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 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
• Extensive travel required
• 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.

Company Overview

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.

Benefits

• 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

Equal Employment Opportunity

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. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse [e-mail], ou appelez le 416 364‑1145, poste 4747.