Vice President of National Accounts

4 weeks ago

Toronto, Ontario, Canada CI Financial Full time
About the Role

CI Financial is seeking a highly experienced and skilled Vice President, National Accounts to lead and manage a team of financial advisors and servicing advisors. The successful candidate will be responsible for ensuring the highest standards of client service, compliance, and productivity, as well as fostering a culture of collaboration, innovation, and excellence within the team.

Key Responsibilities
  • Manage and evaluate a team of financial advisors and servicing advisors, fostering an environment of open communication, approachability, and fair and consistent treatment of employees.
  • Align performance objectives with department goals and recognition programs that encourage and motivate employees to achieve excellence.
  • Supervise and manage the end-to-end performance of Financial Advisors and Servicing Advisors to ensure the adoption, sustainment, and effective use of CRM and sales tools.
  • Lead the Employee Financial Services and National Accounts department in the implementation and adoption of new products and sales initiatives.
  • Work with the Operations Manager to identify tactics to close productivity gaps and ensure compliance with MFDA and IIROC guidelines and policies.
  • Work in partnership with regional leadership to plan and execute Advisor succession and transfer opportunities into the National Account channel.
  • Handle escalated client complaints to ensure a satisfactory outcome for all parties.
  • Conduct post-escalation reviews, develop, and present recommendations on potential changes to processes and procedures to the Operations Manager.
  • Maintain licensing as a Financial Advisor in Ontario to provide backup in peak times and to effectively handle escalations when necessary.
  • Develop and execute strategies to increase the revenue of existing and new national accounts by identifying opportunities to offer other Assante's products and services.
  • Build and maintain strong relationships with key decision-makers and influencers within corporate clients, positioning Assante as a trusted partner and advisor.
  • Conduct regular business reviews and presentations with corporate clients, providing insights and recommendations on how to optimize their employee financial wellness programs.
  • Monitor and analyze market trends, competitive intelligence, and client feedback, providing input and feedback to the product development and marketing teams.
Requirements
  • Bachelor's degree in business, finance, or a related field.
  • Minimum 15 years of experience in the financial services industry, with at least 10 years of experience in a leadership role.
  • Current MFDA and IIROC licenses, or ability to obtain them within 3 months of hire.
  • Strong knowledge of financial planning, investment products, and industry regulations.
  • Excellent communication, interpersonal, and presentation skills.
  • Proven ability to coach, mentor, and develop high-performing teams.
  • Demonstrated ability to manage multiple priorities, projects, and stakeholders.
  • Strong analytical, problem-solving, and decision-making skills.
  • Proficient in Microsoft Office, CRM, and other relevant software applications.
  • Proven track record of increasing revenue and market share of national accounts, and developing and executing effective sales strategies.
  • Ability to travel as required to meet with corporate clients and regional teams.
About CI Financial

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 and 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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