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Vp Sales, Wholesaler

3 weeks ago

Vancouver, Canada CI Financial Full time

Location: Vancouver, BC, Canada
Date Posted: Aug 1, 2025

**Description**

**DESCRIPTION**
- At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

**JOB OVERVIEW**

**Additional Information**

**WHAT YOU WILL DO**
- Increase sales and grow Assante’s market share
- Build consultative relationships with Advisors and staff
- Work closely with Sales Associates to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
- Fully adopt and effectively use of CRM platform to maximize sales results in the territory
- Represent Assante at regional and national conferences
- Consistently improve and develop product knowledge, sales skills and efficiencies
- Effectively leverage senior management in the sales process
- Work closely with the National Accounts and Internal Sales Associates to identify and execute on specific firm and advisor initiatives
- Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities

**WHAT YOU WILL BRING**
- 3+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
- Established relationships within the industry is preferred
- Strong business acumen and demonstrated proficiency in general business disciplines
- University degree
- Canadian Security Course
- CFP, CIM or CFA an asset
- In depth investment management and general market knowledge
- Able to make quick and appropriate decisions, while working within the regulatory framework
- Ability to build internal partnerships and relationships in a team environment

**WORKING CONDITIONS**
- Extensive travel required
- Required to work beyond normal working hours
- 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.
- A Supportive Environment for Success
- We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

**WHAT WE OFFER**
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top-up program
- Paid time off for Volunteering