Are you an investment sales professional with a strong network of financial advisors and portfolio managers across British Columbia?
Are you ready to leverage your industry relationships and commercial expertise in a role where your ability to drive business growth can make a significant impact?
Would you welcome the opportunity to represent differentiated investment solutions while building meaningful partnerships across Canada's wealth management industry?
Our client is an established investment management firm with a strong presence in the Canadian market and a reputation for delivering innovative investment solutions. With an entrepreneurial culture and a commitment to helping advisors meet their clients' investment objectives, the organization continues to grow its reach and product offerings.
This is an exciting opportunity to join a high-performing sales and distribution team, represent a range of investment solutions, and strengthen relationships throughout the wealth management community.
Work with investment professionals and internal teams to support business development and sales growth
You will be responsible for developing advisor relationships, expanding product awareness, and driving sales growth across your assigned territory. This role is ideal for an established investment sales professional who brings a strong network, understands the Canadian wealth management landscape, and can confidently engage advisors in conversations about investment strategies and solutions.
Drive investment sales:
Leverage your network:
Develop and deepen relationships with retail Portfolio Managers, Investment Advisors, and financial advisors to identify opportunities and grow business.
Develop and execute business plans, prioritize advisor relationships, and implement targeted sales initiatives to achieve and exceed objectives.
Communicate investment strategies, product objectives, performance updates, and relevant portfolio considerations to advisor audiences.
Build market engagement:
You will come with a proven investment sales background, established industry connections, and the confidence to turn relationships into commercial success.
Experience in investment sales, business development, wholesaling, or relationship management within the investment management industry.
CFA, CIM, or another relevant industry designation is considered an asset.
Investment Sales and Industry Network
Demonstrated experience in investment sales and business development.
An established network of retail Portfolio Managers, Investment Advisors, and financial advisors.
Strong knowledge of the Canadian wealth management and investment industry.
A track record of developing advisor relationships and generating sales opportunities.
Experience planning and executing territory growth strategies.
Exceptional relationship-building and networking abilities.
Confident engaging with investment professionals and senior stakeholders.
Strategic in identifying opportunities and building long-term business partnerships.
Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
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Vice President, Sales (Wholesaler) in Vancouver employer: Options Consulting Solutions
As a leading consulting firm in Toronto, we pride ourselves on fostering a dynamic work culture that prioritizes employee growth and development. Our commitment to service excellence is matched by our competitive salary and comprehensive benefits package, making us an exceptional employer for those looking to make a meaningful impact in the IT support sector.
Contact Details:
Options Consulting Solutions Recruitment Team
