VP Sales, Wholesaler

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

Job summary

A global wealth management firm is seeking a Vice-President, Sales, Wholesaler for their Vancouver office. The ideal candidate will have over 3 years of sales experience and strong business acumen. Key responsibilities include increasing sales and building relationships with Advisors. The position offers a supportive environment with competitive benefits, extensive travel, and opportunities for professional development.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up

Paid volunteering leave

Qualifications

• 3+ years of sales experience related to wholesaling.
• Established industry relationships preferred.
• Experience in a fast-paced environment.

Responsibilities

• Increase sales and grow market share.
• Build consultative relationships with Advisors.
• Fully adopt and effectively use CRM platform.

Skills

Sales experience

Strong business acumen

Ability to build internal partnerships

Deep investment management knowledge

Education

University degree

Canadian Securities Course

CFP, CIM, or CFA designation

Tools

Salesforce

Job description

Job 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, 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. The successful candidate will 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 CRM platform to maximize sales results in the territory
• Represent Assante at regional and national conferences
• Continuously improve and develop product knowledge, sales skills, and efficiencies
• Leverage senior management in the sales process
• Collaborate with the National Accounts and Internal Sales Associates on firm and advisor initiatives
• Manage time effectively to maximize client engagement and align activities with territory priorities

WHAT YOU WILL BRING

• 3+ years of sales experience related to internal, hybrid, or external wholesaling
• Established industry relationships preferred
• Strong business acumen and proficiency in business disciplines
• University degree
• Canadian Securities Course
• CFP, CIM, or CFA designation is an asset
• Experience with Salesforce is an asset
• Deep investment management and market knowledge
• Ability to make quick, appropriate decisions within regulatory frameworks
• Ability to build internal partnerships and work effectively in a team environment

WORKING CONDITIONS

• Extensive travel required
• Work beyond normal hours may be necessary

CI Financial is a global wealth and asset management firm committed to providing high-quality investments and advice. We foster a fast-paced environment that encourages continuous learning and high performance. We value ambition, curiosity, and a willingness to go the extra mile.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and support 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
• Paid volunteering leave

We encourage diverse applicants and are committed to accessible employment practices. If you are interested but unsure if you meet all qualifications, we still encourage you to apply. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates will be contacted. For accommodations or further information, please contact us at [contact info].