29 Oct
|
CI Financial
|
Toronto
29 Oct
CI Financial
Toronto
Drive sales growth for CI Financial in Toronto through territory strategy, advisor relationships, and investment solution education. Extensive travel is required.
As District Vice-President, Sales, you will develop business plans, increase CI’s market share, and guide territory priorities. You will build consultative relationships with advisors and staff while working with Sales Coordinators, National Accounts, and Internal Wholesalers. The role also requires investment knowledge, CRM use, and thoughtful scheduling.
Key Responsibilities:
- Develop business and territory coverage plans
- Increase sales and grow CI’s market share
- Build consultative advisor relationships and provide guidance
- Use CI’s CRM platform to maximize sales results
- Represent CI at regional and national conferences
Requirements:
- Five or more years of related wholesaling experience
- University degree and Canadian Securities Course
- In-depth investment management and market knowledge
- Robust business acumen and decision-making ability
- Willingness to travel extensively and work beyond regular hours
Bring sales leadership, advisor development, investment expertise, and territory planning skills to CI Financial’s Toronto team.
📌 District Vice-President Sales Toronto
🏢 CI Financial
📍 Toronto