Aviso :
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community.
Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic oneaviso’ culture sets us apart.
If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .
The Opportunity :
We are looking for a Director, Correspondent Sales and Relationship Management to join the Correspondent & Institutional team.
Reporting to the Senior Vice President, Head of Correspondent & Institutional, the Director, Correspondent Sales and Relationship Management will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.
You will be responsible for meeting sales goals and profit targets in alignment with the division’s business plan.
Who you are :
Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first.
You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner.
Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done , as well as recognizing and taking advantage of opportunities as they arise.
You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes.
Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority.
You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization.
Leadership You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance.
You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success.
You delegate and deliver feedback based on the in-depth understanding of your individual team members.
What your day looks like :
- Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and assist in development approaches to expand the client base.
- Establish, cultivate, and maintain relationships with prospects to grow new business opportunities.
- Manage and support a team that is focused on value added solutions and reporting that not only meet but exceed our partners’ expectations.
- Delegate effectively and prudently ensuring all skills and resources are leveraged to the best capacity and provide opportunity for learning and career growth.
- Ensure the team has the appropriate tools for prompt and thorough resolutions of customer issues as well as proactively offering reporting and opportunities for our partners.
- Support marketing efforts through attendance at trade shows, industry events, as well as maintains and expands industry and product knowledge to be relevant and beneficial to clients.
- Monitor sales performance metrics, analyze data, and provide actionable insights to optimize sales and drive continuous improvement.
- Collaborate with internal stakeholders to align sales initiatives with broader organizational goals and ensure seamless execution.
- Work closely with the Senior Vice President, Correspondent & Institutional to develop revenue growth forecasts and budgets.
Your experience and skills :
- University Degree preferred.
- 10-15 years in a sales role with financial and brokerage industry knowledge.
- Completion of CSC and CPH.
- Correspondent and Institutional experience dealing with Portfolio Management firms, CIRO & MFDA firms plus other Institutional firms in Canada and the US.
- Proven relationship management and focus on value added customer service.
- Proven experience in sales prospecting and lead development.
- Demonstrated success in directly leading a high-performing sales team.
- Experience with establishing KPI’s to ensure SLA’s are not only met but exceeded.
- Excellent communication skills both written and verbal with the ability to present information to different audiences.
- Excellent interpersonal skills to establish and maintain relationships both externally and internally.
- Advanced problem-solving and analytical skills with the insight to proactively provide solutions to our Correspondent partners.
- Strong organizational skills and an ability to coordinate multiple projects / events simultaneously.
- Fluent communication skills in English are required and bilingual skills in French are an asset.
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
- Competitive compensation package that rewards and recognizes individual contributions.
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
- Generous vacation time, fitness benefit, parental leave top-up options.
- Matching contributions to our retirement program.
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
- Regular social events to foster teamwork.
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
Company Overview :
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees.
We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors.
We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly.
Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach.
Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg.
Aviso is backed by the collective strength of our owners : the credit union Centrals, Co-operators / CUMIS, and Desjardins.
We’re proud to power businesses that empower investors.
Salary
This position is posted with an expected salary range of $124,000 - $158,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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