Regional Vice President

3 weeks ago

Vaughan Ontario, York region, Canada EquityLine Group of Companies Full time

Job Overview

The District Vice President - External Wholesaler works as part of a sales team to achieve a specific sales target with coverage of all advisory relationships in Ontario. The VP of Sales – External Wholesaler is responsible for supporting and promoting sales into EquityLine’s retail and institutional products. To be successful in the role, the incumbent is an experienced financial services sales or business development professional, with strong partnership and business relationship skills.


What You Will Do:

  • Working with a Vice President Regional Sales, External Wholesaler to develop a thorough understanding of investment, business development and service needs of approximately 300 selected Investment Advisors by maintaining high level of contact with them with one-on-one meetings (face to face and virtual), branch meetings/presentations, and, to a lesser extent, via telephone, mail, email, and conference calls.
  • Assist in identifying all opportunities to sell and promote EquityLine Investment products at the broker/dealer firm level within a sales territory.
  • Identify, qualify new business, strategic partnerships and participate in short list presentations that meet or exceed annual sales and consultant relations targets in an effort to grow our institutional business.
  • Become an expert in the organization’s products and where they sit within the industry.
  • Coordinate with other team members within the defined sales territory to ensure that all Investment Advisors in the territory are receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and review of the Advisor database.


What You Will Bring:

  • Bachelor’s degree required.
  • Strong investment acumen and understanding of Financial Markets
  • Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) would be an asset.
  • 6 to 8 years related work experience in a sales environment preferred.
  • Experienced 3+ years annual sales cycles or 5+ years of financial services industry experience in a sales or business development capacity.
  • Excellent verbal and written communication skills
  • Self-driven with ability to build and manage key internal and external relationships.
  • Knowledge of relevant tools including Morningstar and Bloomberg.
  • Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook.
  • Analytical and critical thinking skills.
  • Solid understanding of the financial markets, investment process, and securities industry.
  • Good understanding of technology from social media, spreadsheets, CRMs to the use of video conferencing technology.


What We Offer:

  • Competitive salary.
  • A rapidly growing, dynamic, and high-performing company.
  • Join a team that knows how to balance work with fun through outings and events.
  • We invest in your professional learning and development.


Our office offers easy access from public transit.

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