Senior Financial Services Development Strategist

1 week ago


Edmonton, Alberta, Canada Aviso Wealth Full time

About the Opportunity

We're seeking a skilled Senior Financial Services Development Strategist to join our Asset Management team in Edmonton, Alberta. This is a remote role that offers a unique blend of sales and development responsibilities.

Key Responsibilities

  • Develop annual territory sales plans and budgets to drive sales results for designated mutual fund suites of products within the assigned territory.
  • Collaborate with investment advisors to promote the application of Aviso's solutions and meet the needs of their investors.
  • Leverage a consultative sales process to focus on the needs of the Investment Advisor and drive sales growth.
  • Share best practices, sales, marketing, and business development ideas with peers and advisors.

Requirements

  • A post-secondary degree or diploma in Business Administration or a related field.
  • CSC certification is required, and preference will be given to candidates with CFA and MBA.
  • A minimum of 5 years of investments sales experience.
  • Strong self-management skills and an energetic, friendly demeanor.

Benefits

  • Excellent health, dental, and insurance benefits.
  • Matching contributions to our retirement program.


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