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 new 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 new team member.

Hiring Manager Title

Director, Western Canada

Functions

- Sales/Revenue
- Business Development

📌 Regional Vice President, Wholesaler (Edmonton)
🏢 Important Company of the Sector
📍 Edmonton