District Vice President, Sales

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 currently seeking a District Vice-President, to join our Sales team in the Greater Toronto Area. In this role, the successful candidate is expected to develop and implement a business plan and sales strategy to increase CI’s market share within the territory;
develop a territory coverage strategy and communication plan with existing and prospective advisors;
and educate and developadvisor knowledge of CI investment solutions
WHAT YOU WILL DO
Increase sales and grow CI’s market share
Build consultative relationships with Advisors and staff
Work closely with Sales Coordinators to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching)
Fully adopt and effectively use CI’s CRM platform to maximize sales results in the territory
Master CI’s investment message
Represent CI at regional and national conferences
Consistently improve and develop product knowledge, sales skills and efficiencies
Effectively leverage senior management in the sales process
Work closely with the National Accounts and Internal Wholesalers to identify and execute on specific firm and advisor initiatives
Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities
WHAT YOU WILL BRING
3+ years of sales experience related to the role as an internal, hybrid, or external wholesaler
Established relationships within the industry is preferred
Strong business acumen and demonstrated proficiency in general business disciplines
University degree
Canadian Securities Course (CSC)
CFP, CIM or CFA an asset
Experience using Salesforce.Com an asset
In depth investment management and general market knowledge
Able to make quick and appropriate decisions, while working within the regulatory framework
Ability to build internal partnerships and relationships in a team environment
Required to work beyond regular working hours
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $85,000 to $135,000. 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.
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 SuccessWe 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.
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.
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