Vice President, Sales, NEI Investments, Okanagan
Vice President, Sales, NEI Investments, Okanagan
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Job Description
Aviso Wealth:
At Aviso we are dedicated to improving the financial wellbeing of Canadians. As a leading wealth management organization we are committed to leadership innovation partnership responsibility and community. Working with talented and energetic professionals who exemplify our values every day you will quickly notice that our people and dynamic oneaviso culture sets us apart. If you are looking for interesting and challenging work at a company committed to its people find out more about what Aviso has to offer at .
The Opportunity:
Were 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 Avisos solutions to meet needs of their investors.
Who you are:
- Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration build trust and inclusion and work to establish effective relationships both inside and outside of the organization
What your day looks like:
- 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
- Develop and maintain highest level professional relationships with advisors and intermediaries
- 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.
Requirements
Your experience and skills:
- Postsecondary 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 selfmanagement skills
- Strong communication and presentation skills
- Resultsoriented individual that can continuously prospect to build and grow the assigned territory
- Builds strategic relationships with the ability to handle difficult situations
- Highly professional confident image with superior influencing skills
- Analytical and problemsolving skills
Other Requirements:
- A suitable and reliable vehicle is required
Benefits
Why Aviso Wealth
At Aviso Wealth you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time fitness benefit parental leave topup 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
Equal Employment Opportunity
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.
We thank all applicants for their interest however only those selected for further consideration will be contacted.
No recruiters or agencies please.
Company Overview:
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 1000 employees. Were building a comprehensive technologyenabled clientcentric wealth services ecosystem. Our clients include our partners advisors and investors. Were 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 partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving highly competitive industry. 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 selfdirected investors and our fully automated investing service Qtrade Guided Portfolios serves investors who prefer a handsoff approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto Vancouver Montreal and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals Cooperators/CUMIS and Desjardins. Were proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented energetic professionals who live their values every day and belonging to an organization dedicated to your success and career development. If youre looking for interesting and challenging work at a company committed to its people apply to join our team.
Salary
This position is posted with an expected salary range of $118000 $135000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Required Experience:
Chief
Employment Type
Full-Time
