VP Sales, Wholesaler

CI Financial Corp.; Vancouver; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services firm is seeking a Vice-President, Sales, Wholesaler in Vancouver. This role focuses on increasing market share, building relationships with Advisors, and requires significant travel. Candidates must have 3+ years of sales experience and strong business acumen. The position offers a supportive environment with competitive benefits and opportunities for professional growth.

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 in a relevant role.
• Established relationships within the financial industry preferred.
• CFP, CIM, or CFA certifications are assets.

Responsibilities

• Increase sales and grow market share.
• Build relationships with Advisors and staff.
• Work closely with Sales Associates on territory plans.
• Leverage CRM tools for maximizing sales.
• Represent the company at conferences.

Skills

Sales experience

Strong business acumen

Investment management knowledge

Relationship building

Education

University degree

Canadian Security Course

Tools

Salesforce.com

Job description

Description

DESCRIPTION

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

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.

Additional Information

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 [e-mail], or call 416-364-1145 ext. 4747.