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Client Development Financial Services Executive

2 months ago

Edmonton, Alberta, Canada Aviso Wealth Full time
About the Opportunity

We are seeking a highly skilled and experienced Financial Services Sales Leader to join our team at Aviso Wealth. As a leading wealth management and investment services provider, we are committed to delivering exceptional results and building long-term relationships with our clients.

The successful candidate will be responsible for developing and executing sales strategies to drive growth and revenue in the assigned territory. This will involve working closely with our investment advisors to promote our solutions and meet the needs of their investors.

Key Responsibilities
  1. Develop and execute annual territory sales plans and budgets to meet corporate objectives.
  2. Drive sales results for designated mutual fund suites of products within the assigned territory.
  3. Collaborate with investment advisors to promote our solutions and meet the needs of their investors.
  4. Develop and share best practices, sales, marketing, and business development ideas and strategies with peers and advisors.
Requirements
  • Post-secondary degree or diploma in Business Administration or related field.
  • CSC certification is required, and preference will be given to candidates with CFA and MBA.
  • 5+ years of investments sales experience.
  • Energetic and friendly individual with self-management skills.
About Aviso Wealth

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

We are 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. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.

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

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.