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District Vice President, Wholesaler

3 months ago

Nova Scotia, Canada CI Financial Full time


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 OVERVIEWWe 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 DOIncrease sales and grow CI's market shareBuild consultative relationships with Advisors and staffWork 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 territoryMaster CI's investment messageRepresent CI at regional and national conferencesConsistently improve and develop product knowledge, sales skills and efficienciesEffectively leverage senior management in the sales processWork closely with the National Accounts and Internal Wholesalers to identify and execute on specific firm and advisor initiativesUse deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory prioritiesWHAT YOU WILL BRING3+ years of sales experience related to the role as an internal, hybrid, or external wholesalerEstablished relationships within the industry is preferredStrong business acumen and demonstrated proficiency in general business disciplinesUniversity degreeCanadian Securities Course (CSC)CFP, CIM or CFA an assetExperience using an assetIn depth investment management and general market knowledgeAble to make quick and appropriate decisions, while working within the regulatory frameworkAbility to build internal partnerships and relationships in a team environmentWORKING CONDITIONSExtensive travel requiredRequired to work beyond normal working hoursCI 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 StationFlexible & Hybrid Work ProgramEquipment Purchase ProgramTraining ReimbursementPaid Professional DesignationsEmployee Share Purchase Program (ESPP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programFitness membership discountsVolunteer paid DaysComplimentary vending machinesWe 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.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. 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 , or call ext.

4747.