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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