VP of Sales – Wealth Growth & Advisor Partnerships

Aviso Wealth

Toronto

On-site

CAD 115,000 - 135,000

Full time

2 days ago
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Benefits offered by this job

Competitive compensation package
Health benefits
Vacation time
Retirement program matching
Learning & development

Job summary

Aviso Wealth is seeking a VP, Sales to join the NEI Investments, Asset Management team in Canada. The role focuses on developing the specified region in terms of sales and asset growth, achieving targets through advisors, and promoting Aviso solutions to investors.

Reporting to the Regional VP Sales, you will build annual territory plans, manage budgets, and lead presentations and seminars. Travel and relationship-building are essential aspects of the job, with CFA/MBA preferred candidates.

Qualifications

  • Post-secondary degree/diploma in Business Administration or related field.
  • CSC is required, CFA and MBA 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.
  • Highly professional image with superior influencing skills.
  • Analytical and problem-solving skills.

Responsibilities

  • Learn and utilize a consultative sales process for Investment Advisors.
  • Drive sales results for designated mutual fund suite in the territory.
  • Develop annual territory sales plan and budget based on market and client data.
  • Maintain professional relationships with advisors and intermediaries.
  • Lead branch presentations and investor seminars.
  • Share ongoing best practices with peers and advisors.
  • Travel is a requirement of the job, including evenings and weekends.

Skills

Investments sales
Communication skills
Presentation skills
Self-management
Results-oriented
Relationship building
Analytical skills

Education

Business Administration degree

Job description

Aviso Wealth is seeking a VP, Sales to join the NEI Investments, Asset Management team in Canada. The role focuses on developing the specified region in terms of sales and asset growth, achieving targets through advisors, and promoting Aviso solutions to investors.

Reporting to the Regional VP Sales, you will build annual territory plans, manage budgets, and lead presentations and seminars. Travel and relationship-building are essential aspects of the job, with CFA/MBA preferred candidates.

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