Vice President, Sales, NEI Investments

Aviso; Toronto; On-site; CAD 115,000 - 135,000; Full time

Benefits offered by this job

Health, dental and insurance benefits

Competitive compensation package

Generous vacation time

Retirement contributions

Learning & development and education-f

Social events

Job summary

Aviso Wealth is seeking a VP, Sales to lead the NEI Investments, Asset Management sales efforts in the designated region. You will drive asset growth and meet targets through engagement with investment advisors, planning, and leadership in sales initiatives.

Reporting to the Regional VP Sales, you will develop territory plans, manage relationships, and present at events. A strong track record in investments sales, CFA/MBA preferred, CSC required.

Qualifications

• Post-secondary degree/diploma in Business Administration or related field.
• CSC is required; CFA and MBA are preferred.
• 5+ years of investments sales experience.
• Energetic, friendly individual with self-management skills.
• Strong communication and presentation skills.
• Results-oriented with ability to prospect and grow the territory.
• Builds strategic relationships and handles difficult situations.
• Professional image with superior influencing skills.
• Analytical and problem-solving skills.

Responsibilities

• Learn and apply a consultative sales process designed for Investment Advisors.
• Drive sales results for designated mutual fund products within the territory.
• Develop annual territory sales plan and budget aligned to corporate objectives.
• Maintain high-level relationships with advisors and intermediaries.
• Lead branch presentations, investor seminars, and public speaking events.
• Share ongoing best practices and strategies with peers and advisors.
• Willingness to travel; multiple days away, including evenings/weekends.

Skills

Investments sales

Communication skills

Presentation skills

Self-management

Relationship building

Analytical thinking

Education

Post-secondary degree/diploma in Business Administration or related field

CSC certification

CFA certification (preferred)

MBA (preferred)

Job description

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity: We're looking for a VP, Sales to join the NEI Investments, Asset Management team. Reporting to the Regional VP Sales, the VP, Sales will focus on developing the specified region in terms of sales and asset growth. These will be achieved through assigned sales targets along with specified activity goals. Key activities include the development of annual territory sales plans and budgets; working directly with investment advisors to promote the application of Aviso's solutions to meet needs of their investors.

As oneaviso:

• We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
• We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor
• Drive sales results for designated mutual fund suite of products within the assigned territory
• Develop annual territory sales plan and budget to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities
• Develop and maintain highest level professional relationships with advisors and intermediaries
• Lead branch presentations, investor seminars, and other public speaking event
• Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
• Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends.

Requirements

Your experience and skills:

• Post-secondary degree/diploma in Business Administration or related field
• CSC is required, and preference will be given to candidates who have CFA and MBA
• 5+ years of investments sales experience
• Energetic, and friendly individual with self-management skills
• Strong communication and presentation skills
• Results-oriented individual that can continuously prospect to build and grow the assigned territory
• Builds strategic relationships with the ability to handle difficult situations
• Highly professional confident image with superior influencing skills
• Analytical and problem-solving skills

Other Requirements:

• A suitable and reliable vehicle is required

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

Salary

This position is posted with an expected salary range of $115,000 - $135,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.