CI Financial

District Vice President, Sales

CI Financial$85K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 3 years in financial services sales
  • University degree in Business Administration, Economics, or Finance
  • Relevant financial designations (e.g. CSC, CFP, CIM, CFA, CAIA)
  • Experience with securities and mutual fund products
  • Proficient in MS Office (Word, Excel, PowerPoint)
  • Excellent communication and interpersonal skills
  • Strong time management and problem-solving abilities

Responsibilities

  • Increase sales and grow CIGAM’s market share
  • Build and maintain consultative relationships with Advisors
  • Collaborate with Sales Associates and Business Development Managers
  • Utilize CIGAM’s CRM platform to enhance sales results
  • Master and convey CIGAM’s investment message
  • Represent CIGAM at regional and national conferences
  • Continuously improve product knowledge and sales skills
  • Plan and manage schedules to achieve activity targets

Benefits

  • Health insurance coverage
  • Wellness programs
  • Life and disability insurance
  • Retirement savings plans
  • Paid leave programs
  • Education-related opportunities
  • Paid holidays and vacation time
  • Subsidized or fully paid benefits options
Full Job Description
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 • 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 • May require attending marketing functions and activities which extend beyond normal office hours. This opportunity is for an existing vacancy with the company. Theanticipatedbase salary range for this position is$85,000to $100,000. Exactsalary 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.

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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