Regional Sales Manager

4 weeks ago


Vancouver, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for a Regional Sales Manager to join the Asset Management team on a 12 month contract.
Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St, Vancouver, BC.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Intermediary Investment Advisor
- Be the point of contact and relationship owner to drive sales results for NEI’s mutual fund suite of products within the assigned territory
- Responsible to service and further penetration of current Intermediary channel by ensuring strong follow up and developing virtual relationships
- Develop annual territory sales plan and budget to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities
- Develop and maintain highest level professional relationships with intermediary advisors by clearly communicating the value of responsible investing
- Schedule and lead both in person and virtual presentations including branch presentations, investor seminars, and other public speaking events
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
- Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends

**Requirements**:
**Your experience and skills**:

- Post-secondary degree/diploma in Business Administration or related field
- RIS Designation completed or strong desire to complete after joining Aviso
- 3+ years of investments sales experience
- Experience with or deep interest in Responsible Investing
- Strong experience with the MS Suite of Applications
- Energetic, and friendly individual with self-management skills
- Results-oriented individual that can continuously prospect to build and grow the assigned territory
- Builds strategic relationships with the ability to handle difficult situations
- Analytical and problem-solving skills
- Highly professional confident image with superior influencing skills, able to influence others by using awareness of others’ needs and concerns
- Excellent presentation, verbal and written communication skills, at both the individual and group level
- Ability to project a highly professional image in a variety of settings/presentations
- Strong business acumen with the ability to link own/team goals and objectives to the broader organization
- Ability to work independently to achieve required objectives, within Company and regulatory requirements
- Computer Literacy - ability to utilize and leverage various forms of related software and technology
- Fluent communication skills in English are required and bilingual skills in French are an asset

**Benefits**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

*



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