Director, Correspondent Sales and Relationship Management
4 weeks ago
Aviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to drive growth, deliver exceptional partner experience, and make a meaningful impact on our organization.
Key Responsibilities- Lead a high-performing team focused on driving growth and delivering exceptional partner experience
- Meet sales goals and profit targets in alignment with the division's business plan
- Collaborate with senior management and other key stakeholders to define sales strategies and identify market opportunities
- Establish, cultivate, and maintain relationships with prospects to grow new business opportunities
- Manage and support a team that is focused on value-added solutions and reporting that not only meet but exceed our partners' expectations
- University Degree preferred
- 10-15 years in a sales role with financial and brokerage industry knowledge
- Completion of CSC and CPH
- Correspondent and Institutional experience dealing with Portfolio Management firms, CIRO & MFDA firms plus other Institutional firms in Canada and the US
- Proven relationship management and focus on value-added customer service
- Proven experience in sales prospecting and lead development
- Demonstrated success in directly leading a high-performing sales team
- Experience with establishing KPI's to ensure SLA's are not only met but exceeded
- Excellent communication skills both written and verbal with the ability to present information to different audiences
- Excellent interpersonal skills to establish and maintain relationships both externally and internally
- Advanced problem-solving and analytical skills with the insight to proactively provide solutions to our Correspondent partners
- Strong organizational skills and an ability to coordinate multiple projects/events simultaneously
- 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
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso Wealth is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.About the Role:This is a key leadership position that requires a strong sales and relationship management background, with a...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.About the Role:This is a key leadership position that requires a strong sales and relationship management background, with a...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.About the Role:The successful candidate will be responsible for leading a high-performing team focused on driving growth and...
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Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeJob Title: Director, Correspondent Sales and Relationship ManagementAviso Wealth Inc is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team.About the Role:The successful candidate will be responsible for leading a high-performing team focused on driving growth and...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to join a dynamic organization that values innovation, partnership, and community.Key ResponsibilitiesDevelop and execute sales strategies to drive growth...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a seasoned professional to lead our Correspondent & Institutional team as a Director, Correspondent Sales and Relationship Management. This is an exciting opportunity to join a dynamic organization that values innovation, partnership, and community.Key ResponsibilitiesDevelop and execute sales strategies to drive growth...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing sales team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our team, you will be responsible for leading a high-performing sales team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the OpportunityWe are seeking a seasoned Sales Director to join our Correspondent & Institutional team at Aviso Wealth. As a key member of our leadership team, you will be responsible for driving growth and delivering exceptional partner experience.Key ResponsibilitiesLead a high-performing team focused on driving sales growth and delivering...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the OpportunityWe are seeking a seasoned Sales Director to join our Correspondent & Institutional team at Aviso Wealth. As a key member of our leadership team, you will be responsible for driving growth and delivering exceptional partner experience.Key ResponsibilitiesLead a high-performing team focused on driving sales growth and delivering...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
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Toronto, Ontario, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and experienced Director, Correspondent Sales and Relationship Management to join our Correspondent & Institutional team. As a key member of our leadership team, you will be responsible for leading a high-performing team focused on driving growth and delivering exceptional partner experience.Key...
