Vice President, Sales (Restaurants) (Remote)

As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We’re looking for a VP, Sales to join the NEI Investments, Asset Management team.

This is a remote role, based in the Okanagan Region.

Reporting to the Regional VP Sales, the VP, Sales will focus on developing the specified region in terms of sales and asset growth. These will be achieved through assigned sales targets along with specified activity goals. Key activities include the development of annual territory sales plans and budgets; working directly with investment advisors to promote the application of Aviso’s solutions to meet needs of their investors.

You are consistently looking for ways to improve your personal best and see value in continuous improvement. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor

Drive sales results for designated mutual fund suite of products within the assigned territory

Develop annual territory sales plan and budget to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities

Lead branch presentations, investor seminars, and other public speaking event

Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors

Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends.

Post-secondary degree/diploma in Business Administration or related field

• CSC is required, and preference will be given to candidates who have CFA and MBA
• 5+ years of investments sales experience
• Energetic, and friendly individual with self-management skills
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time, fitness benefit, parental leave top-up options

Matching contributions to our retirement program

Commitment to the continuous improvement of our staff through learning & development and an education assistance program

Regular social events to foster teamwork

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. This position is posted with an expected salary range of $118,000 - $135,000 CAD annually.