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VP Business Development

2 months ago

Old Toronto, Canada Aviso Wealth Inc Full time
As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. p>

The Opportunity:

We’re looking for a Vice President, Partnerships & Business Development, Direct Investing to join our Direct Investing team.

Reporting to SVP, Head of Direct Investing, the Vice President, Partnerships & Business Development will focus on generating and supporting sales within our distribution networks. As ambassador for Direct Investing business in the partner community, success is measured by delivering strong sales results, building long-lasting relationships, acting as exemplary sales coach, and having a genuine passion for reaching new heights. The Vice President will enhance existing partner relationships and seek new prospects to build the business. This team provides sales support for Aviso’s Award Winning online brokerage platform Qtrade Direct Investing and our robo-advice business Qtrade Guided Portfolio to a variety of Credit Union partners, wealth management firms, insurance companies and MGAs, which offer these services to their members/clients.

What your day looks like:

  • Sales leader to National Sales team of business development specialists. As part of a comprehensive National sales and activity plan, the successful candidate will oversee, coach and assist sales team members with sales strategy development and implementation to assist in achieving sales goals and territory reassignment.
  • Drive and seek out new institutional prospects to grow the National Accounts channel, directly bringing in new business.
  • Provide leadership to the overall business and build strong relationships with Aviso business unit leaders to identify cross-opportunities.
  • Develop and execute a comprehensive Sales plan to meet and exceed sales targets, consistent with Aviso’s overall business strategies and provide monthly reporting on sales activities and results.
  • Manage the onboarding process for new partners and provide ongoing support of partner objectives.
  • Develop a prospect plan to identify market opportunities for our online brokerage platform Qtrade Direct Investing and our robo-advice business Qtrade Guided Portfolio.
  • Take a consultative approach with our partners to provide value-add defined strategies to help grow their business.
  • Proactive contributions to Aviso’s Direct Investing business initiatives and roadmap.
  • Establish and build relationships with senior leadership of Aviso’s largest partner financial institutions, positioning the benefits of Direct Investing to their organization and client base.