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Vice President, Regional Sales,
1 month ago
**Position Summary**:
Based in Toronto, ON
The mandate will be to expand sales growth and service the retail Investment Advisor (IIROC & MFDA) channel for NCM’s complete retail product lineup including mutual funds and alternative funds.
**KEY RESPONSIBILITIES**
As part of your duties, you will be assigned the following responsibilities:
- Increase market share and retain assets within your territory, working with an inside sales support team member.
- Conduct sales meetings and presentations with Advisors promoting NCM investment products.
- Maintain a high level of sales activity in the territory to ensure that NCM investment products remain top of mind for the existing NCM Advisor network and through cultivation of a prospect channel of new advisor and platform relationships.
- Develop a strategy to achieve weekly sales activities objectives.
- Forge strong partnerships with Advisors.
- Record daily activities using Salesforce (CRM).
- Develop effective and professional working relationships with NCM’s investment management team, inside sales team and other NCM partners.
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with the NCM sales team, and provide sales strategies, concepts, marketing ideas and support.
**About NCM Investments**:
For over 20 years, NCM has provided Canadians with an independent choice for their investments. That choice is actively managed funds using a highly disciplined approach to investing. NCM Investments is an innovative organization with unique strategies and solutions for advisors and their clients.
**Education / Accreditation**:
University degree in Finance or equivalent industry education (CFP or CIM designation is a great asset)
EXPERIENCE AND SPECIFIC SKILLS
- Minimum of 5 years wholesaling or advisor experience in the retail financial services industry, including previous sales and client service experience utilizing mutual funds, ETF’s, alternative funds, and other products.
- A minimum of 10 years of experience in the Investment industry, in sales and service related areas.
- Business planning skills is an asset.
- Proven and demonstrated track record of a structured sales process and executing a sales strategy with measurable results.
- Excellent English verbal, written communication, and presentation skills.
- Self-motivated with strong self-management ability.
- Strong influencing and negotiation skills.
- Self-starter and organized.
- Available to travel and flexible for unusual work schedules (valid drivers’ licence)
Thank you for your consideration.
**Submit Your Resume**:
**Location**:
Greater Toronto Area - East
Toronto Office
**Team**:
Sales