Aviso:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca .
The Opportunity:
We’re looking for a VP, Sales to join the NEI Investments, Asset Management team.
Reporting to the Regional VP Sales, the VP, Sales will focus on developing the specified region in terms of sales and asset growth. These will be achieved through assigned sales targets along with specified activity goals. Key activities include the development of annual territory sales plans and budgets; working directly with investment advisors to promote the application of Aviso’s solutions to meet needs of their investors.
As one aviso:
We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve
What your day looks like:
To learn and utilize a consultative sales process developed by our sales management team to focus on the needs of the Investment Advisor
Drive sales results for designated mutual fund suite of products within the assigned territory
Develop annual territory sales plan and budget to meet corporate objectives based on market and client data, including industry and regional trends, market factors, and sales process activities
Develop and maintain highest level professional relationships with advisors and intermediaries
Lead branch presentations, investor seminars, and other public speaking event
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends.
Requirements
Your experience and skills:
Post-secondary degree/diploma in Business Administration or related field
CSC is required, and preference will be given to candidates who have CFA and MBA
5+ years of investments sales experience
Energetic, and friendly individual with self-management skills
Strong communication and presentation skills
Results-oriented individual that can continuously prospect to build and grow the assigned territory
Builds strategic relationships with the ability to handle difficult situations
Highly professional confident image with superior influencing skills
Analytical and problem-solving skills
Other Requirements:
A suitable and reliable vehicle is required
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an…