Represent CI’s investment solutions as Vice-President, Sales/Wholesaler, using market knowledge and consultative selling to support advisors across your territory.
Based in Toronto, this position focuses on educating advisors, increasing sales, and strengthening CI’s market share. You will master CI’s investment message, develop product knowledge, and coordinate initiatives with internal teams. Salesforce.com experience, established industry relationships, and qualified designations are assets.
Key Responsibilities:
- Educate advisors on CI investment solutions
- Master and communicate CI’s investment message
- Prospect and maintain existing advisor relationships
- Coordinate firm and advisor initiatives
- Improve product knowledge, sales skills, and efficiencies
Requirements:
- Five or more years as an internal, hybrid, or external wholesaler
- University degree and Canadian Securities Course
- Established industry relationships preferred
- CFP, CIM, or CFA considered an asset
- Salesforce.com experience considered an asset
Apply your wholesaling background, investment management knowledge, and advisor education skills to CI’s Toronto sales team.
📌 Investment Wholesaler Vice-President CI (Toronto)
🏢 CI Financial
📍 Toronto
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