Regional Vice President, Sales

5 months ago

Toronto, Canada CI Financial Full time

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

The Regional Vice President leads a sales team for the region, consisting of, Wholesalers, Inside Sales Representatives and Sales Assistants. This position is responsible for developing Sales strategy for the Region, and providing input to the National Sales Manager on the overall National Sales strategy and for setting and achieving regional sales targets

**Responsibilities**:

- Increase sales and grow CI’s market share, look for new business development opportunities and new channels for product distribution
- Build consultative relationships with Advisors and staff
- Work closely with Wholesalers to develop territory plans, includes providing guidance and coaching when necessary
- Champion effective use CI’s CRM platform to maximize sales results in the territory
- Master CI’s investment message
- Represent CI at regional and national conferences
- Consistently improve and develop product knowledge, sales skills and efficiencies
- Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities

Experience
- 7+ years of sales experience related to the role as an external wholesaler
- Established relationships within the industry and the company is preferred
- Strong business acumen and demonstrated proficiency in general business disciplines, strategic planning, sale process

Education
- University degree
- Canadian Security Course
- CFP, CIM or CFA an asset

Knowledge, Skills & Abilities
- Ability to manage change and to support company-wide initiatives
- Able to make appropriate decisions, while working within the regulatory framework
- Ability to build and lead a team of sale professionals working towards a common goal.
- Excellent communication and coaching skills
- In depth investment management and general market knowledge
- Full understanding of mutual funds sales practices and codes

Working Conditions
- Frequent travel required (50% of the time)
- Required to work beyond normal working hours

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse 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 with 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.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines

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