Assistant Vice-President, Inside Sales & Sales Strategy (13133)

IGM Financial
ON, Canada
$75K a year (estimated)
Full-time

Career Opportunities : Assistant Vice-President, Inside Sales & Sales Strategy (13133)

Requisition ID 13133 - Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2)

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Position Overview :

The AVP, Inside Sales and Sales Strategy at IG Investments will oversee the direct activities of the Inside Sales and Associate Teams.

This job will support the development and execution of the National Sales strategy, and collaborate with other departments such as Product, Marketing, Events, Technology, Advisor recruiting & onboarding, and Distribution to execute on strategic initiatives.

Responsibilities :
  • Leadership
  • Leadership
  • Oversee and direct the daily activities of Inside Sales Representatives including but not limited to : performance management, goal setting, job evaluations, developing and mentoring team members.
  • Provide leadership, coaching, and development strategies to achieve overall effectiveness of advisor communications and ensure consistent application of the Mackenzie Investments sales processes and tools.
  • Conduct bi-weekly call coaching through side-by-side sessions, preparing summaries and addressing opportunities for improvement.
  • Develop individualized Inside Sales call scripts and offer advice on selling style approach when needed.
  • Monitor calling activity of assigned Inside Sales Representatives, ensuring high quality Advisor interactions.
  • Liaise with Wholesaling team leads to identify educational and coaching opportunities.
  • Support the development of the national sales strategy to surpass gross sales and new supporter targets.
  • Develop campaigns and motivate the team to continue to drive and accelerate sales results.
  • Leverage data to increase efficiency of the department and team.
  • Work closely with industry consultants and research teams to understand and enhance decision making in IG’s position in the marketplace.
  • Work closely with Product and Marketing departments to enhance value add content for the benefit of advisors and investors.
  • Work closely with Recruiting and Onboarding teams to ensure enhanced representation of IG Investments and product story with prospects and new recruits.
  • Work with sub-advisors to create a product training program to enhance the product knowledge of the sales team.
  • Work with Technology and digital delivery team to ensure appropriate requirements are provided for the best technology experience for the sales team.
  • Work with the IGM events teams to develop a plan for annual Advisor Roadshows across Canada.
  • Promotion and Presentation :

    • Represent Head of Sales in various industry groups and presentations to deliver the IG Investments story.
    • Represent IG Investments in recruiting and onboarding meetings by presenting the value of IG’s product shelf.
    • Represent Head of Sales at various Roadshows and Regional advisor events to discuss thought leadership and promote the IG Investments brand.

    Requirements :

    • Education - Post-secondary education in a relevant business discipline or industry certifications (CFA, CIM, CAIA).
    • Experience - Extensive mutual fund industry background, including product knowledge, knowledge of the securities industry and at least five years of management experience in mutual funds, exchange traded funds or related industry.
    • Proven leadership, coaching and mentoring skills.
    • Creative thinker with the ability to exercise sound judgment in responding to questions and making decisions.
    • Team Player who works cooperatively with the Sales and Marketing teams.
    • Strong relationship building and interpersonal skills.
    • Ability to multi-task in a diverse and fast-paced organization.
    • Strong written and verbal communication skills.
    • Additional Requirements - Travel may be required, 4-5 days a week in office.

    We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

    IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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    14 days ago
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