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About the Role

The Vice-President, Sales/Wholesaler will develop and implement a business plan and sales strategy to increase CI’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 CI investment solutions.

Responsibilities

Increase sales and grow CI’s market share
Build consultative relationships with Advisors and staff
Work closely with Sales Coordinators to implement territory plan, prospect and maintain existing relationships
Fully adopt and effectively use CI’s CRM platform to maximize sales results in the territory
Master CI’s investment message
Represent CI 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 Wholesalers to identify and execute on specific firm and advisor initiatives
Use deliberate, thoughtful scheduling and calendar management to maximize client time and ensure activity corresponds to territory priorities

Requirements

5+ 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 Securities Course (CSC)
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
Extensive travel required
Required to work beyond regular working hours

Location

Toronto

Work Type

In-office

Education Level

University degree

Salary/Compensations

$85,000 to $135,000

Benefits

Sales incentive plan program
Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays and vacation time
Modern HQ location within walking distance from Union Station
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

About the Company

CI Financial is an independent company offering global wealth management and asset 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.

Equal Opportunity

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.