Regional Vice President

Confidential Company  •  Ottawa, ON and 3 other locations

5 - 7 years experience  •  Financial Services

Salary depends on experience
Posted on 09/07/17
Confidential Company
Ottawa, ON
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 09/07/17

Our client is a multi-billion dollar global investment firm who got where they are by not following conventional industry wisdom, but rather by focusing on how things should be done–all in an effort to put clients first in ways otherfinancial firms do not.  Now they need people like you, people unafraid to be different in search of being better, to continue our efforts in your area of Canada.

The Opportunity:

As a Regional Vice President, you will present our investment solutions to high-net-worth individuals, helping educate each on how our client’s approach might better fit their needs. This highly lucrative sales role allows you to work remotely from a home office as you cover your local territory, but you will be supported by a massive amount of resources in the corporate offices including personal salessupport, client service teams, world class marketing and more. The great news is people from your territory reach out to us for financial information, providing you 100% lead-flow. There’s no need to pitch friends, family, and everyone you meet in an elevator.

This role requires you to:

  1. Call individuals who have requested information and make the initial determination if our client can help them
  2. Meet with the individuals to analyze their situation in depth and provide our client’s solutions when appropriate
  3. Educate and persuade the qualified individuals to make each comfortable with hiring our client to manage their wealth

Our client is looking for someone with a proven track record of successfully selling investment securities and solutions to high-net-worth individuals.

The Bottom Line:

The successful Regional VP will not only quickly identify the prospects we can help, but the ones we can’t. You’ll succeed if you have the motivation to go the extra-mile, to take that extra step and reach that much further to make that one extra phone call and finish your day with the same enthusiasm you started with.  This position is not easy—nothing worthwhile is—but the rewards, both financially and emotionally, are available for those who deserve them.

CIM, CFA (any level) or MBA required.


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