District Vice President Sales

3 weeks ago

Toronto, Canada CI Financial Corp. Full time

Job Description Overview At CI, we believe in creating a safe and empowering environment where everyone has a voice. We support growth through meaningful work, innovative projects, and a collaborative atmosphere that encourages employee engagement and development. Position We are seeking a District Vice-President Sales / Wholesaler to join our Sales team. The successful candidate will develop and execute business and sales strategies to expand CI's market share in the territory, establish a coverage and communication plan with advisors, and enhance advisor knowledge of CI investment solutions. Key Responsibilities Increase sales and expand market share Build consultative relationships with Advisors and staff Collaborate with Sales Coordinators to implement territory plans, prospect, and maintain relationships, including providing guidance and coaching Utilize CI’s CRM platform effectively to maximize sales results Master CI’s investment messaging Represent CI at regional and national conferences Continuously improve product knowledge, sales skills, and efficiencies Leverage senior management in the sales process Coordinate with National Accounts and Internal Wholesalers on initiatives Manage scheduling and calendar to optimize client engagement and territory priorities Qualifications Minimum 3 years of sales experience as a wholesaler (internal, hybrid, or external) Established industry relationships are preferred Strong business acumen and proficiency in business disciplines University degree required Canadian Securities Course (CSC) Designations like CFP, CIM, or CFA are assets Experience with Salesforce is an asset Deep investment management and market knowledge Ability to make quick, appropriate decisions within regulatory frameworks Strong partnership and team-building skills About CI Financial Since 1965, CI Financial has been providing global wealth and asset management services. We are committed to delivering high-quality investments and advice, fostering a fast-paced environment that encourages growth, learning, and excellence. Our Supportive Environment We offer an in-office environment, competitive benefits, and programs to support your professional and personal growth. What We Offer Modern headquarters near Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced benefits Parental Leave Top-up Volunteer time off We value diversity and inclusion. If you're excited about this role but unsure if you meet all qualifications, we encourage you to apply to explore this opportunity. Please submit your resume confidentially by clicking “Apply”. Only qualified candidates will be contacted for an interview. CI is committed to fair employment practices and providing accommodations for persons with disabilities. For accommodations, contact us at (contact info), or call ext. 4747. #J-18808-Ljbffr

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