At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.
We’re looking for a VP, Intermediary Sales to join the Asset Management team.
Reporting to the VP, Co-Head, National Sales, the VP, Intermediary Sales is responsible for 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 Intermediary investment advisors with a focus on promoting the application of Aviso’s ESG Funds through our world class NEI Investments solutions to meet needs of their investors and their clients.
Who you are:
Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
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 Intermediary Investment Advisor
Act as portfolio and business solutions specialist and main point of contact and relationship owner to drive sales results for NEI Investments solutions within the GTA territory
Work with Intermediary advisors on segmenting clients, analyzing book compositions, and designing strategies to increase efficiencies through product and program implementation
Responsible for developing new partners and further penetration of current Intermediary channel by ensuring strong follow up and managing the opportunity pipeline
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 intermediary advisors
Use internal reporting as a tool to coach Intermediary advisors on their growth plans and strategies
Schedule and lead both in person and virtual presentations including branch presentations, investor seminars, and other public speaking events
Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers and advisors
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 or CFP
RIS Designation completed or strong desire to complete after joining Aviso
5+ years of investments sales experience
Experience with or deep interest in Responsible Investing
Energetic, and friendly individual with self-management 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
Influencer: Ability to influence others by using awareness of others’ needs and concerns
Communications: Excellent presentation, verbal and written communication skill, at both the individual and group level. Ability to project a highly professional image in a variety of settings/presentations
Business Acumen: Ability to link own/team goals and objectives to the broader organization
Independence: Ability to work independently to achieve required objectives, within Company and regulatory requirements
Computer Literacy: Ability to utilize and leverage various forms of related software and technology
Fluent communication skills in English are required and bilingual skills in French are an asset
A suitable and reliable vehicle is required
Travel is a requirement of the job. This requirement can include multiples days away at a time, including evenings and weekends
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 education assistance program
Regular social events to foster teamwork
Equal Employment Opportunity
Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Aviso Wealth is a national, integrated financial services company, with approximately $95 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at 150 credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at www.aviso.ca.