Vice President of Finance and Corporate Strategy

4 weeks ago

Edmonton, Alberta, Canada Aviso Wealth Full time $114,000 - $131,000
Job Title: Vice President, Finance, Corporate

About the Role:

Aviso Wealth is seeking a highly skilled and experienced Vice President, Finance, Corporate to join our team. As a key member of our leadership team, you will be responsible for driving sales results for our designated mutual fund suite of products within the assigned territory.

Key Responsibilities:

  • Develop annual territory sales plans and budgets to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities.
  • Drive sales results for designated mutual fund suite of products within the assigned territory.
  • Develop and share ongoing best practices, sales, marketing, and business development ideas and strategies with peers and advisors.
  • Post-secondary degree/diploma in Business Administration or related field.
  • ~ CSC is required, and preference will be given to candidates who have CFA and MBA.
  • ~5+ years of investments sales experience.
  • ~ Energetic, and friendly individual with self-management skills.

What We Offer:

  • Excellent health, dental, and insurance benefits to meet the diverse needs of our employees.
  • Matching contributions to our retirement program.
  • Regular social events to foster teamwork.

About Aviso Wealth:

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.

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. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly.

Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.

Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

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