Vice-President, Wholesaler #14100

Options Consulting Solutions; Vancouver; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

High-visibility role

Territory growth

Team collaboration

Job summary

Options Consulting Solutions seeks an experienced investment sales professional to develop advisor relationships, expand product awareness, and drive sales across your assigned territory.

This role relies on a strong network across Canada’s wealth management community, engaging portfolio managers and financial advisors in conversations about investment strategies and solutions to generate business growth.

Qualifications

• Proven investment sales background with established industry connections.
• CSC completion is required.
• Degree in Finance, Economics, Business, or related discipline preferred.
• CFA, CIM or similar designation considered an asset.

Responsibilities

• Develop advisor relationships across British Columbia and drive sales growth.
• Promote investment solutions through meetings and presentations with financial advisors and portfolio managers.
• Own territory strategy; develop business plans and targeted sales initiatives to meet objectives.
• Deliver compelling presentations on investment strategies and portfolio considerations to advisor audiences.
• Coordinate advisor events and meetings to strengthen relationships and generate opportunities.

Skills

Investment sales

Relationship management

Business development

Wholesaling

Presentation skills

Education

University degree in Finance, Economics, Business

Canadian Securities Course (CSC)

CFA/CIM asset (considered)

Job description

Are you an investment sales professional with a strong network of financial advisors and portfolio managers across British Columbia?

Are you ready to leverage your industry relationships and commercial expertise in a role where your ability to drive business growth can make a significant impact?

Would you welcome the opportunity to represent differentiated investment solutions while building meaningful partnerships across Canada's wealth management industry?

The Company

Our client is an established investment management firm with a strong presence in the Canadian market and a reputation for delivering innovative investment solutions. With an entrepreneurial culture and a commitment to helping advisors meet their clients' investment objectives, the organization continues to grow its reach and product offerings.

This is an exciting opportunity to join a high-performing sales and distribution team, represent a range of investment solutions, and strengthen relationships throughout the wealth management community.

Company Perks and Rewards

• High-visibility, client-facing position
• Opportunity to grow an established territory and build on existing industry relationships
• Work with investment professionals and internal teams to support business development and sales growth

The Job!

You will be responsible for developing advisor relationships, expanding product awareness, and driving sales growth across your assigned territory. This role is ideal for an established investment sales professional who brings a strong network, understands the Canadian wealth management landscape, and can confidently engage advisors in conversations about investment strategies and solutions.

You will:

• Drive investment sales: Promote investment solutions through one-on-one meetings, group presentations, and ongoing engagement with financial advisors and portfolio managers.
• Leverage your network: Develop and deepen relationships with retail Portfolio Managers, Investment Advisors, and financial advisors to identify opportunities and grow business.
• Own your territory strategy: Develop and execute business plans, prioritize advisor relationships, and implement targeted sales initiatives to achieve and exceed objectives.
• Deliver compelling presentations: Communicate investment strategies, product objectives, performance updates, and relevant portfolio considerations to advisor audiences.
• Build market engagement: Coordinate advisor events, roadshows, educational seminars, and meetings with Portfolio Managers to strengthen relationships and generate business opportunities.

What you bring to the job

You will come with a proven investment sales background, established industry connections, and the confidence to turn relationships into commercial success.

• A university degree in Finance, Economics, Business, or a related discipline is preferred.
• Experience in investment sales, business development, wholesaling, or relationship management within the investment management industry.
• Completion of the Canadian Securities Course (CSC) is required.
• CFA, CIM, or another relevant industry designation is considered an asset.

Investment Sales and Industry Network

• Demonstrated experience in investment sales and business development.
• An established network of retail Portfolio Managers, Investment Advisors, and financial advisors.
• Strong knowledge of the Canadian wealth management and investment industry.
• A track record of developing advisor relationships and generating sales opportunities.
• Experience planning and executing territory growth strategies.
• Exceptional relationship-building and networking abilities.
• Polished communication and presentation skills.
• Commercially minded, proactive, and results-oriented.
• Confident engaging with investment professionals and senior stakeholders.
• Able to work independently while collaborating effectively with internal teams.
• Strategic in identifying opportunities and building long-term business partnerships.

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.