District Vice President, Sales

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 District Vice President, Wholesaler to join our Sales team. This role will be based in Nova Scotia and the successful candidate is expected to develop and implement a business plan and sales strategy to increase CI’s market share within the Atlantic;

develop a territory coverage strategy and communication plan with existing and prospective advisors; and educate and develop advisor knowledge of CI investment solutions.

WHAT YOU WILL DO

• 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 (includes providing guidance and coaching)
• 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 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 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

WORKING CONDITIONS

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

LI-HYBRID

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.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top up program

Fitness membership discounts

Volunteer paid Days

Complimentary vending machines

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.