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Director of Business Growth

1 week ago

Niagara Falls, Ontario, Canada Cari Full time
Job Description

Cari is a leading provider of investment services in Canada. Our company has a rich history dating back to 1957, when it was founded as a small investment club in Montreal.

We have since evolved into one of Canada's most recognized wealth management firms, offering a comprehensive range of products and services that cater to every major sector, geographic region, and investment discipline.

The Vice President, Business Development will be responsible for generating sales and developing new business within the assigned territory. The individual will also provide leadership and mentoring support to the Inside Sales Representative assigned to the territory.

  • Manage a defined territory to generate sales and develop new business.
  • Establish long-lasting relationships with existing clients and prospect for new ones.
  • Use their knowledge of our products and practice management skills to increase sales and retain assets.
  • Arrange meetings with financial advisors to promote company products and services.
  • Schedule events, roadshows, and manager meetings to drive sales.