Regional Vice President, Wholesaler

About the Company

Nationally acclaimed banking organization

Industry

Banking

Type

Non Profit

Founded

1852

Employees

10,001+

Categories
Banking
Wealth Management
Banking & Mortgages
Financial Services
Consulting & Professional Services
Finance
Banking Services
Banks and Institutions
Canada
Ireland
Mississauga
Mortgages
Savings & Investing
Credit

Specialties
personal & commercial banking
brokerage services
mutual funds
asset management
insurance
capital markets products & services
services bancaires personnels et commerciaux
services de courtage
fonds communs de placement
gestion de placements
assurance
and et produits et services liés aux marchés de capitaux

About the Role

The Company is seeking a Regional Vice President (Wholesaler) to join their dynamic team. The successful candidate will be responsible for managing relationships and selling the company's investment strategies, including ETFs, mutual funds, and SMAs, within an assigned territory.
This role involves leading and mentoring a business development team, drafting and implementing comprehensive business plans,



and creating a segmentation model to ensure excellent service standards. The Regional Vice President will also be tasked with developing recent business, increasing the company's market share in the region, and upholding corporate and industry sales practices.

The position requires a university degree, with a preference for industry accreditations such as CFA, CIM, CFP, or FCSI, and at least 5 years of industry sales experience.

The ideal candidate will have in-depth knowledge of both the asset management and wealth management industries, effective presentation and communication skills, a solid interest in capital markets, and a proven track record of excelling in a sales environment.

The role demands a high level of commitment, including the ability to conduct 20 meetings a week, and the candidate must be willing to travel as required. The company is dedicated to providing a supportive and inclusive work environment, with a focus on colleague development, training, and onboarding to ensure the success of the current team member.

Hiring Manager Title

Director, Western Canada

Functions
Sales/Revenue
Business Development

📌 Regional Vice President, Wholesaler Edmonton
🏢 Leading
📍 Edmonton