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Associate Rvp, Business Development/vp Régional

5 months ago

Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.

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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

Job Overview:
WHAT YOU WILL DO:

- Grow AWM’s market share by helping advisors/branches grow their business
- Provide service and support to advisors in the region through proactive outbound sales/service calls
- Support advisor recruitment by proactively developing relationships with prospective advisors including proactive outbound calls to set up meetings
- Provide timely support, information and practice management strategies to advisors
- Manage and handle incoming Advisor calls and service requests and support RVP with same
- Develop service and growth strategies, leverage resources appropriately, work closely with business partners, and ensure consistent messaging to the region’s constituents
- Maintain working knowledge of industry competitors, investment vehicles, financial markets and economic data
- Provide continual feedback to the RVP, Business Development and Senior Management on practice management trends, product requests, competitive information and marketing and operational matters
- Participate in all required team meetings and training including regional advisor council meetings
- Ensure all activities including meetings, notes, etc. are tracked and logged into Salesforce/Navigator

WHAT YOU WILL BRING:
Experience
- Minimum 3 years financial industry experience, with prior sales, client service and/or relationship management experience in a MFDA/IIROC dealer preferred.
- Full understanding of wealth management and investment products practices and codes
- Strong presentation skills and ability to conduct in person and phone meetings effectively

Education/Training
- University degree
- Canadian Securities Course
- CFP, CIM, and/or CFA an asset

Knowledge, Skills, and Abilities
- Extensive knowledge of distribution and wealth management, investment themes and products
- Extensive knowledge of investment industry, practice management methods, advisor technology
- Relationship management skills, ability to develop, foster, and maintain relationships and inspire trust and confidence is critical
- Able to make quick and appropriate decisions, while constantly work within the regulatory framework

WORKING CONDITIONS:

- Travel required to advisors offices, road shows, conferences, seminars and industry events
- Required to work beyond normal working hours
- Normal office environment

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

POSITION:
Vice-président régional associé, Développement des affaires

RELÈVE DE:
Vice-président régional, Développement des affaires

DATE DE RÉVISION:
OBJECTIF PRINCIPAL:
RESPONSABILITÉS:

- Accroître la part de marché d’AWM en aidant les conseillers et les succursales à faire croître leurs activités
- Fournir un service et un soutien aux conseillers de la région par le biais d’appels proactifs de vente et de service sortants
- Soutenir le recrutement des conseillers en développant de manière proactive des relations avec les conseillers potentiels, y compris des appels sortants proactifs pour organiser des réunions
- Fournir en temps opportun du soutien, de l’information et des stratégies de gestion de la pratique aux conseillers
- Gérer et gérer les appels entrants des conseillers et les demandes de service et soutenir RVP avec la même chose
- Élaborer des stratégies de service et de croissance, tirer parti des ressources de manière appropriée, travailler en étroite collaboration avec les partenaires commerciaux et assurer la cohérence des messages aux électeurs de la région
- Maintenir une connaissance pratique des concurrents de l’industrie, des véhicules d’investissement, des marchés financiers et des données économiques
- Fournir