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$85k–$100k/yr
Full-time
bachelor degree, professional certificate
Health insurance coverage, Wellness programs, Life and disability insurance, Retirement savings plans, Paid leave programs, Education-related programs
Posted 18d ago
~40 hrs/week
Responsibilities
The District Vice President is responsible for developing and implementing sales strategies to increase market share and achieve gross and net sales targets within their assigned territory. They will build consultative relationships with advisors, provide coaching to sales staff, and effectively manage territory coverage plans.
Requirements
Candidates must have a minimum of 3 years of experience in a sales capacity within the financial services industry and hold a university degree in Business Administration, Economics, or Finance. Professional financial designations such as CSC, CFP, CIM, CFA, or CAIA are required or highly preferred.
Full job 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.
We are seeking a District Vice President (DVP) who will be responsible for developing and implementing a business plan and sales strategy to increase CIGAM’s market share within the territory; develop a territory coverage strategy and communication plan with existing and prospective advisors; and educate and develop advisor knowledge of CI investment solutions. Acting in collaboration with a Business Development Manager and Sales Associate, a DVP will be assigned and be responsible for achieving the CIGAM gross and net sales targets assigned to the district.
WHAT YOU WILL DO
Increase sales and grow CIGAM’s market share
Build consultative relationships with Advisors and staff
Work closely with Sales Associates and Business Development Managers to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
Fully adopt and effectively use CIGAM’s CRM platform to maximize sales results in the territory
Master CIGAM’s investment message
Represent CIGAM at regional and national conferences
Consistently improve and develop product knowledge, sales skills and efficiencies
Maintain above average Environics Advisor Perception rankings
Work closely with the National Accounts and BDM to identify and execute on specific firm and advisor initiatives
Use deliberate, thoughtful scheduling and calendar management in order to achieve activity targets and to ensure activity corresponds to territory priorities
WHAT YOU WILL BRING
Minimum 3 years financial services industry experience in a sales capacity
University degree in Business Administration, Economics, Finance
Securities, mutual fund products, and investment industry
Advance expertise in MS Office (Word, Excel, PowerPoint)
Excellent communication and interpersonal skills in managing relationships with clients
Strong time management and organization skills with the ability to meet deadlines
Resourcefulness and creative problem solving skills to provide effective solutions for clients
May require attending marketing functions and activities which extend beyond normal office hours.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $85,000 to $100,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a sales incentive plan program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.
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
Modern HQ location within walking distance from Union Station
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
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
Setting the standard for investment excellence and advice.
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Toronto, Ontario
LinkedIn followers
63,378
Total funding
$2.8B
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
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