Senior VP of Sales
4 weeks ago
We are looking for a VP, Sales / Wholesaler to join our team and report directly to the Senior Vice President, Sales and Key Accounts, Quebec.
Generating sales results, achieving a pre-determined annual sales target and maintaining positive asset growth within a region comprised of both CIRO advisors
Being proactive in prospecting efforts and engaging with and servicing existing clients through phone calls, virtual meetings, face-to-face meetings (if/when PHOs permit), branch meetings, manager visits, and through other general correspondence
Developing and maintaining relationships through cold calls, warm referrals, meetings, events, and social activities with clients and through persistent prospecting
5 - 7 years of experience in the wealth management arena, specifically within an investment wholesaler or internal wholesaler capacity
A proven history of successfully managing an advisory region (both MFDA and IIROC), and a clear, demonstrable ability to prospect within the IIROC channel
At minimum, successful completion of the CSC is an asset along with other industry designations indicating a passion for capital markets
The preferred candidate will also have the ability to lead a team and coach others, as well as having a consultative, value-added sales approach
Excellent written and oral communication skills in French
Advanced level of English as the person will be required to communicate on a weekly basis with external stakeholders and advisors by phone, email, in person/virtual. At least 20% of time will be spent working in English.
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We offer a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.Our commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us.-
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