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A leading financial services company is seeking a Vice President of Sales to drive growth in the Prairies. This remote role requires a strong background in wealth management and excellent communication skills. The ideal candidate will have a proven track record in managing client relationships and achieving sales targets. The position offers the opportunity to work with a dynamic team and contribute to the company's success in the investment industry.
Role: Vice President, Sales, iA Clarington / External Mutual Fund Wholesaler
Region: This role is 100% remote and the employee will cover the Prairies. Therefore, the employee must be located either in Saskatchewan or Manitoba.
Reporting to the Senior Vice President, Sales, Western Canada, the VP, Sales / Wholesaler is responsible for:
· Generating sales results, achieving a pre-determined annual sales target and maintaining positive asset growth within a region comprised of MFDA and IIROC advisors
· Being proactive in prospecting efforts and engaging with and servicing existing clients through phone calls, virtual meetings, face-to-face meetings, branch meetings, manager visits, and through other general correspondence
· Developing and maintaining relationships through cold calls, warm referrals, meetings, events, and social activities with clients and through persistent prospecting
The ideal candidate will have:
· 5+ years of experience in the wealth management arena, specifically within an investment wholesaler or internal wholesaler capacity
· A proven history of successfully managing an advisory region (MFDA and IIROC), and a clear, demonstrable ability to prospect within the IIROC channel
· Post-secondary education is required, as is a willingness to travel extensively in order to effectively cover the region
· At minimum, successful completion of the CSC is required, along with other industry designations indicating a passion for capital markets
· Complete understanding and knowledge of the securities, investment and mutual fund industries and products
· In addition, the candidate must have excellent communication skills, be a proactive self-starter as well as a team player who can share ideas
Thank you for your interest in this role. Please note, only the candidates selected for interviews will be contacted.
Location(s) Winnipeg, Manitoba Other Possible Location(s) Saskatoon, SaskatchewaniA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
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