Drive CI market share through investment sales and advisor relationships in Toronto. Extensive travel and an in-office environment are required.
The Vice-President, Sales/Wholesaler develops business plans, territory strategies, and communication plans for advisors. This position requires investment management knowledge, business acumen, and consultative selling. The successful candidate uses Salesforce.com and CI's CRM platform while collaborating with Sales Coordinators, National Accounts, and Internal Wholesalers.
Key Responsibilities:
- Increase sales and grow CI's market share
- Build consultative relationships with advisors and staff
- Implement territory plans with Sales Coordinators
- Educate advisors about CI investment solutions
- Represent CI at regional and national conferences
Requirements:
- Five or more years of related wholesaler sales experience
- Established industry relationships preferred
- University degree and strong business acumen
- Investment management and general market knowledge
- Extensive travel and work beyond regular hours required
Apply investment expertise, territory planning, and consultative sales skills as CI's Vice-President, Sales/Wholesaler in Toronto.
Vice-President Sales Wholesaler Toronto employer: CI Investments Inc.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting personal and professional growth. With competitive benefits, including health insurance, wellness programs, and a modern HQ location near Union Station, employees are encouraged to thrive in a collaborative atmosphere. The company values ambition and continuous learning, making it an ideal place for those looking to excel in the investment fund industry.
