District Vice President, Sales

CI Financial•Calgary, AB

6d•CA$85,000 - CA$100,000•Hybrid

About The Position

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.

Requirements

Minimum 3 years financial services industry experience in a sales capacity
University degree in Business Administration, Economics, Finance
Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA).
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

Nice To Haves

May require attending marketing functions and activities which extend beyond normal office hours.

Responsibilities

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