VP Sales, Wholesaler

CI Financial; Vancouver; On-site; CAD 100,000 - 130,000; Full time

Job summary

A financial services firm in Vancouver is seeking a Vice-President of Sales, Wholesaler. The role involves developing and implementing sales strategies to increase market share, building relationships with advisors, and managing sales activities. Candidates should have over 3 years of sales experience and a strong understanding of the investment industry. Competitive benefits and a supportive work environment are offered.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Paid time off for Volunteering

Qualifications

• 3+ years of sales experience as an internal, hybrid, or external wholesaler.
• Established relationships within the financial industry preferred.
• Ability to make quick decisions within regulatory frameworks.

Responsibilities

• Develop and implement a business plan to increase market share.
• Build consultative relationships with advisors.
• Manage territory and client relationships effectively.

Skills

Sales experience

Business acumen

Relationship building

Investment management knowledge

Education

University degree

Canadian Security Course

CFP, CIM or CFA (asset)

Tools

Salesforce.com

Job description

CI is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors.

JOB OVERVIEW

We are currently seeking a Vice-President, Sales, Wholesaler to join our Sales team in Vancouver, BC. In this role, the successful candidate is expected to develop and implement a business plan and sales strategy to increase Assante’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 Assante’s solutions.

WHAT YOU WILL DO

• Increase sales and grow Assante’s market share
• Build consultative relationships with Advisors and staff
• Work closely with Sales Associates to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
• Fully adopt and effectively use of CRM platform to maximize sales results in the territory
• Represent Assante 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 Sales Associates 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 Security Course
• 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

WORKING CONDITIONS

• Extensive travel required
• Required to work beyond normal working hours

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A supportive environment for success: we offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.